Janney Montgomery Scott
IMCB icon

Janney Montgomery Scott’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Janney Montgomery Scott’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 		$935K Sell
9,685
-45
-0.5% -$4.11K ﹤0.01% 1966
2026
Q1 		$812K Sell
9,730
-499
-5% -$42.7K ﹤0.01% 1774
2025
Q4 		$846K Sell
10,229
-1,260
-11% -$104K ﹤0.01% 1835
2025
Q3 		$954K Sell
11,489
-170
-1% -$13.9K ﹤0.01% 1723
2025
Q2 		$929K Buy
11,659
+510
+5% +$38.2K ﹤0.01% 1623
2025
Q1 		$826K Sell
11,149
-293
-3% -$22.6K ﹤0.01% 1664
2024
Q4 		$871K Sell
11,442
-451
-4% -$35.3K ﹤0.01% 1635
2024
Q3 		$904K Hold
11,893
– – ﹤0.01% 1568
2024
Q2 		$834K Sell
11,893
-116
-1% -$8.18K ﹤0.01% 1549
2024
Q1 		$875K Hold
12,009
– – ﹤0.01% 1597
2023
Q4 		$806K Buy
12,009
+116
+1% +$7.12K ﹤0.01% 1577
2023
Q3 		$710K Hold
11,893
– – ﹤0.01% 1544
2023
Q2 		$753K Sell
11,893
-57
-0.5% -$3.43K ﹤0.01% 1593
2023
Q1 		$725K Buy
11,950
+57
+0.5% +$3.5K ﹤0.01% 1517
2022
Q4 		$698K Sell
11,893
-1,355
-10% -$79.2K ﹤0.01% 1557
2022
Q3 		$714K Buy
13,248
+4,098
+45% +$245K ﹤0.01% 1480
2022
Q2 		$524K Buy
9,150
+6,002
+191% +$371K ﹤0.01% 1592
2022
Q1 		$212K Sell
3,148
-480
-13% -$31.9K ﹤0.01% 2056
2021
Q4 		$258K Buy
+3,628
New +$254K ﹤0.01% 2090
2018
Q2 		– Sell
-16,092
Closed -$730K – 2022
2018
Q1 		$730K Buy
+16,092
New +$750K 0.01% 1114
2016
Q4 		– Sell
-5,380
Closed -$208K – 1701
2016
Q3 		$208K Sell
5,380
-11,516
-68% -$445K ﹤0.01% 1378
2016
Q2 		$630K Buy
16,896
+6,876
+69% +$253K 0.01% 482
2016
Q1 		$364K Buy
10,020
+228
+2% +$7.75K 0.01% 886
2015
Q4 		$350K Sell
9,792
-32
-0.3% -$1.16K 0.01% 978
2015
Q3 		$338K Sell
9,824
-148
-1% -$5.45K 0.01% 1009
2015
Q2 		$376K Sell
9,972
-212
-2% -$8.17K 0.01% 1350
2015
Q1 		$391K Buy
+10,184
New +$382K 0.01% 1546

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

Janney Montgomery Scott's IMCB Position: Q2 2026 in Review

Janney Montgomery Scott reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 0.46% in Q2 2026, selling an estimated $4.11K and leaving 9,685 shares worth $935K. The position accounts for ﹤0.01% of the portfolio, ranked #1966.

Janney Montgomery Scott first reported a position in IMCB in Q1 2015 and has held it in 27 quarters since. The position peaked at $954K in Q3 2025. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Janney Montgomery Scott held 9,685 shares of iShares Morningstar Mid-Cap ETF worth $935K as of Q2 2026.
  • Janney Montgomery Scott sold 45 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $4.11K.
  • iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1966 holding.
  • Janney Montgomery Scott first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2015 and has held it in 27 quarters since.
  • Janney Montgomery Scott's iShares Morningstar Mid-Cap ETF position peaked at $954K in Q3 2025.
  • 200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.