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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
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIC
Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

Independent Advisor Alliance's IMCB Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2026: 5,628 shares worth $470K. The stake represents 0.01% of the portfolio and ranks #1136 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in IMCB as recently as Q4 2024.

Independent Advisor Alliance first reported a position in IMCB in Q4 2019 and has held it in 3 quarters since. The position peaked at $474K in Q4 2024. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

  • Independent Advisor Alliance held 5,628 shares of iShares Morningstar Mid-Cap ETF worth $470K as of Q1 2026.
  • iShares Morningstar Mid-Cap ETF was a new Independent Advisor Alliance position in Q1 2026.
  • iShares Morningstar Mid-Cap ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1136 holding.
  • Independent Advisor Alliance first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2019 and has held it in 3 quarters since.
  • Independent Advisor Alliance's iShares Morningstar Mid-Cap ETF position peaked at $474K in Q4 2024.
  • 192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.