Hoxton Planning & Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Hoxton Planning & Management’s Portfolio IMCB Stock Details IMCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$482K	Sell	5,099 -209	-4%	-$20.4K	0.12%	119
2026 Q2	$513K	Sell	5,308 -278	-5%	-$25.4K	0.13%	122
2026 Q1	$466K	Buy	5,586 +389	+7%	+$33.3K	0.14%	116
2025 Q4	$430K	Buy	5,197 +177	+4%	+$14.6K	0.13%	120
2025 Q3	$417K	Sell	5,020 -821	-14%	-$67K	0.13%	123
2025 Q2	$465K	Buy	+5,841	New	+$437K	0.16%	113

Other funds holding IMCB

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Fortitude Financial Spokane, Washington $213M AUM 18.2% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

Hoxton Planning & Management's IMCB Position: Q3 2026 in Review

Hoxton Planning & Management reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 3.9% in Q3 2026, selling an estimated $20.4K and leaving 5,099 shares worth $482K. The position accounts for 0.12% of the portfolio, ranked #119.

Hoxton Planning & Management first reported a position in IMCB in Q2 2025 and has held it in 6 quarters since. The position peaked at $513K in Q2 2026. 35 funds tracked by Wall St. Rank hold IMCB as of Q3 2026.

Hoxton Planning & Management held 5,099 shares of iShares Morningstar Mid-Cap ETF worth $482K as of Q3 2026.
Hoxton Planning & Management sold 209 iShares Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $20.4K.
iShares Morningstar Mid-Cap ETF made up 0.12% of Hoxton Planning & Management's portfolio in Q3 2026, its #119 holding.
Hoxton Planning & Management first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2025 and has held it in 6 quarters since.
Hoxton Planning & Management's iShares Morningstar Mid-Cap ETF position peaked at $513K in Q2 2026.
35 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.