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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Keating Financial Advisory Services's IMCB Position: Q1 2026 in Review

Keating Financial Advisory Services increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 262% in Q1 2026, buying an estimated $108K and bringing the position to 1,738 shares worth $145K. The position accounts for 0.02% of the portfolio, ranked #390.

Keating Financial Advisory Services first reported a position in IMCB in Q4 2025 and has held it in 2 quarters since. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

  • Keating Financial Advisory Services held 1,738 shares of iShares Morningstar Mid-Cap ETF worth $145K as of Q1 2026.
  • Keating Financial Advisory Services bought 1,258 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $108K.
  • iShares Morningstar Mid-Cap ETF made up 0.02% of Keating Financial Advisory Services's portfolio in Q1 2026, its #390 holding.
  • Keating Financial Advisory Services first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.