Keating Financial Advisory Services’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Keating Financial Advisory Services’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	$168K	Hold	1,738	–	–	0.02%	380
2026 Q1	$145K	Buy	1,738 +1,258	+262%	+$108K	0.02%	390
2025 Q4	$39.7K	Buy	+480	New	+$39.6K	0.01%	710

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 $631M AUM 12.14% 1-Year Est. Return

CFD

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

Keating Financial Advisory Services's IMCB Position: Q2 2026 in Review

Keating Financial Advisory Services held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q2 2026 at 1,738 shares worth $168K. The position accounts for 0.02% of the portfolio, ranked #380.

Keating Financial Advisory Services first reported a position in IMCB in Q4 2025 and has held it in 3 quarters since. 201 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Keating Financial Advisory Services held 1,738 shares of iShares Morningstar Mid-Cap ETF worth $168K as of Q2 2026.
Keating Financial Advisory Services left its iShares Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap ETF made up 0.02% of Keating Financial Advisory Services's portfolio in Q2 2026, its #380 holding.
Keating Financial Advisory Services first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
201 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.