International Assets Investment Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

International Assets Investment 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 Q1	–	Sell	-306	Closed	-$25.3K	–	2298
2025 Q4	$25.3K	Buy	+306	New	+$25.3K	﹤0.01%	1412
2024 Q3	–	Sell	-306	Closed	-$21.4K	–	2196
2024 Q2	$21.4K	Buy	+306	New	+$21.6K	﹤0.01%	1462

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 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

International Assets Investment Management's IMCB Position: Q1 2026 in Review

International Assets Investment Management sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2026, closing a stake of 306 shares — an estimated $25.3K sold.

International Assets Investment Management first reported a position in IMCB in Q2 2024 and held it in 2 quarters. The position peaked at $25.3K in Q4 2025. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

International Assets Investment Management reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
International Assets Investment Management sold 306 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $25.3K.
International Assets Investment Management first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2024 and held it in 2 quarters.
International Assets Investment Management's iShares Morningstar Mid-Cap ETF position peaked at $25.3K in Q4 2025.
192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on International Assets Investment Management's 13F filing for Q1 2026, filed 1 May 2026.