IWM
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IMG Wealth Management’s iShares CMBS ETF CMBS Stock Holding History

IMG Wealth Management’s Portfolio CMBS Stock Details CMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.58K Hold
32
– – ﹤0.01% 477
2026
Q1 		$1.57K Hold
32
– – ﹤0.01% 453
2025
Q4 		$1.57K Hold
32
– – ﹤0.01% 535
2025
Q3 		$1.55K Buy
32
+1
+3% +$49 ﹤0.01% 472
2025
Q2 		$1.52K Hold
31
– – ﹤0.01% 454
2025
Q1 		$1.49K Hold
31
– – ﹤0.01% 270
2024
Q4 		$1.46K Buy
+31
New +$1.48K ﹤0.01% 239

Other funds holding CMBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

IMG Wealth Management's CMBS Position: Q2 2026 in Review

IMG Wealth Management held its iShares CMBS ETF (CMBS) position steady in Q2 2026 at 32 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

IMG Wealth Management first reported a position in CMBS in Q4 2024 and has held it in 7 quarters since. 92 funds tracked by Wall St. Rank hold CMBS as of Q2 2026.

  • IMG Wealth Management held 32 shares of iShares CMBS ETF worth $1.58K as of Q2 2026.
  • IMG Wealth Management left its iShares CMBS ETF share count unchanged in Q2 2026.
  • iShares CMBS ETF made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #477 holding.
  • IMG Wealth Management first reported a position in iShares CMBS ETF in Q4 2024 and has held it in 7 quarters since.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.