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Institute for Wealth Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Institute for Wealth 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
Q2 		$27.4K Buy
+284
New +$25.9K ﹤0.01% 1037
2020
Q1 		– Sell
-284
Closed -$15K – 526
2019
Q4 		$15K Buy
+284
New +$14.4K ﹤0.01% 581

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 $631M AUM 12.14% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Institute for Wealth Management's IMCB Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2026: 284 shares worth $27.4K. The stake represents ﹤0.01% of the portfolio and ranks #1037 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IMCB as recently as Q4 2019.

Institute for Wealth Management first reported a position in IMCB in Q4 2019 and has held it in 2 quarters since. 201 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Institute for Wealth Management held 284 shares of iShares Morningstar Mid-Cap ETF worth $27.4K as of Q2 2026.
  • iShares Morningstar Mid-Cap ETF was a new Institute for Wealth Management position in Q2 2026.
  • iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1037 holding.
  • Institute for Wealth Management first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2019 and has held it in 2 quarters since.
  • 201 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.