Kapstone Financial Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Kapstone Financial 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	$206K	Buy	+2,136	New	+$195K	0.09%	163

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

Kapstone Financial Advisors's IMCB Position: Q2 2026 in Review

Kapstone Financial Advisors opened a new position in iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2026: 2,136 shares worth $206K. The stake represents 0.09% of the portfolio and ranks #163 among its holdings.

200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Kapstone Financial Advisors held 2,136 shares of iShares Morningstar Mid-Cap ETF worth $206K as of Q2 2026.
iShares Morningstar Mid-Cap ETF was a new Kapstone Financial Advisors position in Q2 2026.
iShares Morningstar Mid-Cap ETF made up 0.09% of Kapstone Financial Advisors's portfolio in Q2 2026, its #163 holding.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.