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IFP Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

IFP Advisors’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
Q2 		$504K Buy
5,216
+127
+2% +$11.6K 0.01% 1037
2026
Q1 		$425K Buy
5,089
+459
+10% +$39.3K 0.01% 1036
2025
Q4 		$383K Buy
4,630
+4,390
+1,829% +$363K 0.01% 1049
2025
Q3 		$19.9K Hold
240
– – ﹤0.01% 2576
2025
Q2 		$19.1K Hold
240
– – ﹤0.01% 2569
2025
Q1 		$17.8K Hold
240
– – ﹤0.01% 2336
2024
Q4 		$18.3K Buy
+240
New +$18.8K ﹤0.01% 2293
2023
Q4 		– Sell
-216
Closed -$12.9K – 3197
2023
Q3 		$12.9K Hold
216
– – ﹤0.01% 2153
2023
Q2 		$13.7K Buy
+216
New +$13K ﹤0.01% 2183
2023
Q1 		– Sell
-502
Closed -$93K – 3898
2022
Q4 		$93K Sell
502
-200
-28% -$11.7K ﹤0.01% 1789
2022
Q3 		$130K Buy
702
+286
+69% +$17.1K ﹤0.01% 1679
2022
Q2 		$77K Hold
416
– – ﹤0.01% 1871
2022
Q1 		$77K Buy
+416
New +$27.7K ﹤0.01% 1871
2019
Q1 		$27K Sell
556
-1,768
-76% -$79.9K ﹤0.01% 1209
2018
Q4 		$93K Sell
2,324
-3,396
-59% -$149K 0.01% 1237
2018
Q3 		$271K Sell
5,720
-124
-2% -$5.88K 0.01% 920
2018
Q2 		$268K Sell
5,844
-136
-2% -$6.23K 0.01% 919
2018
Q1 		$277K Hold
5,980
– – 0.01% 853
2017
Q4 		$277K Sell
5,980
-3,048
-34% -$137K 0.01% 855
2017
Q3 		$395K Buy
9,028
+200
+2% +$8.53K 0.02% 784
2017
Q2 		$372K Buy
8,828
+256
+3% +$10.8K 0.02% 807
2017
Q1 		$357K Buy
8,572
+1,432
+20% +$58.8K 0.02% 832
2016
Q4 		$281K Buy
7,140
+2,004
+39% +$77.3K 0.01% 886
2016
Q3 		$198K Sell
5,136
-896
-15% -$34.6K 0.01% 1011
2016
Q2 		$225K Buy
6,032
+5,476
+985% +$201K 0.01% 912
2016
Q1 		$27K Sell
556
-9,208
-94% -$313K ﹤0.01% 1208
2015
Q4 		$349K Buy
+9,764
New +$355K 0.02% 598

Other funds holding IMCB

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIC
Means Investment Company Bangor, Maine $1.32B AUM 24.33% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

IFP Advisors's IMCB Position: Q2 2026 in Review

IFP Advisors increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 2.5% in Q2 2026, buying an estimated $11.6K and bringing the position to 5,216 shares worth $504K. The position accounts for 0.01% of the portfolio, ranked #1037.

IFP Advisors first reported a position in IMCB in Q4 2015 and has held it in 27 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • IFP Advisors held 5,216 shares of iShares Morningstar Mid-Cap ETF worth $504K as of Q2 2026.
  • IFP Advisors bought 127 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $11.6K.
  • iShares Morningstar Mid-Cap ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1037 holding.
  • IFP Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2015 and has held it in 27 quarters since.
  • 200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.