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J.W. Cole Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

J.W. Cole Advisors’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 		$1.3M Buy
+13,515
New +$1.23M 0.02% 666
2026
Q1 		– Sell
-13,075
Closed -$1.06M – 1105
2025
Q4 		$1.06M Sell
13,075
-70
-0.5% -$5.78K 0.03% 616
2025
Q3 		$1.09M Buy
13,145
+6
+0% +$489 0.02% 684
2025
Q2 		$1.05M Buy
13,139
+256
+2% +$19.2K 0.02% 646
2025
Q1 		$954K Sell
12,883
-160
-1% -$12.3K 0.03% 556
2024
Q4 		$993K Buy
13,043
+401
+3% +$31.4K 0.04% 416
2024
Q3 		$961K Buy
12,642
+6
+0% +$436 0.04% 401
2024
Q2 		$886K Sell
12,636
-940
-7% -$66.2K 0.04% 378
2024
Q1 		$989K Sell
13,576
-545
-4% -$37.3K 0.05% 347
2023
Q4 		$948K Buy
14,121
+761
+6% +$46.7K 0.06% 311
2023
Q3 		$798K Sell
13,360
-1,473
-10% -$92.8K 0.06% 294
2023
Q2 		$939K Hold
14,833
– – 0.07% 278
2023
Q1 		$899K Sell
14,833
-275
-2% -$16.9K 0.06% 310
2022
Q4 		$886K Sell
15,108
-296
-2% -$17.3K 0.07% 295
2022
Q3 		$830K Sell
15,404
-170
-1% -$10.2K 0.07% 288
2022
Q2 		$878K Sell
15,574
-820
-5% -$50.6K 0.07% 285
2022
Q1 		$1.1M Sell
16,394
-80
-0.5% -$5.32K 0.07% 272
2021
Q4 		$1.17M Buy
+16,474
New +$1.15M 0.08% 268
2021
Q3 		– Sell
-16,639
Closed -$1.12M – 595
2021
Q2 		$1.12M Sell
16,639
-125
-0.7% -$8.22K 0.09% 257
2021
Q1 		$1.05M Sell
16,764
-72
-0.4% -$4.4K 0.1% 233
2020
Q4 		$986K Buy
16,836
+6,224
+59% +$341K 0.1% 224
2020
Q3 		$532K Buy
+10,612
New +$525K 0.04% 404
2020
Q1 		– Sell
-16,476
Closed -$863K – 295
2019
Q4 		$863K Buy
+16,476
New +$836K 0.11% 209

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 $617M AUM 18% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

J.W. Cole Advisors's IMCB Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2026: 13,515 shares worth $1.3M. The stake represents 0.02% of the portfolio and ranks #666 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in IMCB as recently as Q4 2025.

J.W. Cole Advisors first reported a position in IMCB in Q4 2019 and has held it in 23 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • J.W. Cole Advisors held 13,515 shares of iShares Morningstar Mid-Cap ETF worth $1.3M as of Q2 2026.
  • iShares Morningstar Mid-Cap ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares Morningstar Mid-Cap ETF made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #666 holding.
  • J.W. Cole Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2019 and has held it in 23 quarters since.
  • 200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.