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

Kestra 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
Q3 		$11.5M Buy
122,134
+4,585
+4% +$448K 0.03% 519
2026
Q2 		$11.4M Buy
117,549
+476
+0.4% +$43.5K 0.04% 479
2026
Q1 		$9.8M Buy
117,073
+15,182
+15% +$1.3M 0.04% 474
2025
Q4 		$8.43M Buy
101,891
+55,978
+122% +$4.62M 0.03% 480
2025
Q3 		$3.81M Sell
45,913
-1,689
-4% -$138K 0.02% 819
2025
Q2 		$3.79M Buy
47,602
+4,824
+11% +$361K 0.02% 764
2025
Q1 		$3.17M Buy
42,778
+809
+2% +$62.4K 0.02% 776
2024
Q4 		$3.2M Buy
41,969
+329
+0.8% +$25.7K 0.02% 771
2024
Q3 		$3.17M Sell
41,640
-1,143
-3% -$83K 0.02% 743
2024
Q2 		$2.91M Sell
42,783
-3,667
-8% -$258K 0.02% 785
2024
Q1 		$3.38M Buy
46,450
+1,518
+3% +$104K 0.02% 663
2023
Q4 		$3.02M Buy
44,932
+2,300
+5% +$141K 0.02% 636
2023
Q3 		$2.55M Buy
42,632
+2,314
+6% +$146K 0.03% 608
2023
Q2 		$2.55M Sell
40,318
-240
-0.6% -$14.5K 0.03% 589
2023
Q1 		$2.46M Sell
40,558
-5,341
-12% -$328K 0.03% 576
2022
Q4 		$2.69M Sell
45,899
-6,888
-13% -$403K 0.02% 628
2022
Q3 		$2.84M Buy
52,787
+12,330
+30% +$736K 0.03% 539
2022
Q2 		$2.28M Sell
40,457
-4,497
-10% -$278K 0.02% 627
2022
Q1 		$3.02M Buy
44,954
+8,005
+22% +$533K 0.03% 534
2021
Q4 		$2.63M Buy
36,949
+1,739
+5% +$122K 0.03% 591
2021
Q3 		$2.34M Buy
35,210
+2,081
+6% +$141K 0.02% 649
2021
Q2 		$2.22M Buy
33,129
+1,505
+5% +$99K 0.03% 611
2021
Q1 		$1.99M Buy
31,624
+124
+0.4% +$7.57K 0.03% 600
2020
Q4 		$1.84M Buy
31,500
+30,976
+5,911% +$1.7M 0.02% 622
2020
Q3 		$1.69M Buy
+524
New +$25.9K 0.03% 470

Other funds holding IMCB

Means Investment Company
Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
NWA
Northwest Wealth Advisors Bellingham, Washington $202M AUM 16.44% 1-Year Est. Return
Steele Capital Management
Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
Fortitude Financial
Fortitude Financial Spokane, Washington $213M AUM 18.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Kestra Advisory Services's IMCB Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 3.9% in Q3 2026, buying an estimated $448K and bringing the position to 122,134 shares worth $11.5M. The position accounts for 0.03% of the portfolio, ranked #519.

Kestra Advisory Services first reported a position in IMCB in Q3 2020 and has held it in 25 quarters since. 82 funds tracked by Wall St. Rank hold IMCB as of Q3 2026.

  • Kestra Advisory Services held 122,134 shares of iShares Morningstar Mid-Cap ETF worth $11.5M as of Q3 2026.
  • Kestra Advisory Services bought 4,585 iShares Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $448K.
  • iShares Morningstar Mid-Cap ETF made up 0.03% of Kestra Advisory Services's portfolio in Q3 2026, its #519 holding.
  • Kestra Advisory Services first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2020 and has held it in 25 quarters since.
  • 82 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.