Independent Advisor Alliance’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Independent Advisor Alliance’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	–	Sell	-5,628	Closed	-$470K	–	1352
2026 Q1	$470K	Buy	+5,628	New	+$482K	0.01%	1136
2025 Q1	–	Sell	-6,220	Closed	-$474K	–	1085
2024 Q4	$474K	Buy	+6,220	New	+$487K	0.01%	977
2020 Q1	–	Sell	-5,976	Closed	-$313K	–	623
2019 Q4	$313K	Buy	+5,976	New	+$303K	0.01%	669

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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

Independent Advisor Alliance's IMCB Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2026, closing a stake of 5,628 shares — an estimated $470K sold.

Independent Advisor Alliance first reported a position in IMCB in Q4 2019 and held it in 3 quarters. The position peaked at $474K in Q4 2024. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 5,628 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $470K.
Independent Advisor Alliance first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's iShares Morningstar Mid-Cap ETF position peaked at $474K in Q4 2024.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.