Jim Saulnier & Associates’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Jim Saulnier & Associates’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	$761K	Sell	7,876 -8,826	-53%	-$806K	0.31%	64
2026 Q1	$1.39M	Sell	16,702 -95	-0.6%	-$8.14K	0.68%	36
2025 Q4	$1.39M	Buy	16,797 +208	+1%	+$17.2K	0.72%	34
2025 Q3	$1.38M	Sell	16,589 -1,267	-7%	-$103K	0.77%	30
2025 Q2	$1.42M	Sell	17,856 -1,534	-8%	-$115K	0.97%	25
2025 Q1	$1.44M	Buy	19,390 +717	+4%	+$55.3K	1.12%	22
2024 Q4	$1.42M	Buy	18,673 +3,896	+26%	+$305K	1.23%	19
2024 Q3	$1.12M	Buy	+14,777	New	+$1.07M	1.1%	23

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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

Jim Saulnier & Associates's IMCB Position: Q2 2026 in Review

Jim Saulnier & Associates reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 53% in Q2 2026, selling an estimated $806K and leaving 7,876 shares worth $761K. The position accounts for 0.31% of the portfolio, ranked #64.

Jim Saulnier & Associates first reported a position in IMCB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.44M in Q1 2025. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Jim Saulnier & Associates held 7,876 shares of iShares Morningstar Mid-Cap ETF worth $761K as of Q2 2026.
Jim Saulnier & Associates sold 8,826 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $806K.
iShares Morningstar Mid-Cap ETF made up 0.31% of Jim Saulnier & Associates's portfolio in Q2 2026, its #64 holding.
Jim Saulnier & Associates first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Jim Saulnier & Associates's iShares Morningstar Mid-Cap ETF position peaked at $1.44M in Q1 2025.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.