Laurel Oak Wealth Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Laurel Oak Wealth Management’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	$259K	Buy	2,679 +1	+0%	+$91	0.04%	306
2026 Q1	$223K	Hold	2,678	–	–	0.04%	320
2025 Q4	$222K	Buy	+2,678	New	+$221K	0.04%	323

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

Laurel Oak Wealth Management's IMCB Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 0.04% in Q2 2026, buying an estimated $91 and bringing the position to 2,679 shares worth $259K. The position accounts for 0.04% of the portfolio, ranked #306.

Laurel Oak Wealth Management 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.

Laurel Oak Wealth Management held 2,679 shares of iShares Morningstar Mid-Cap ETF worth $259K as of Q2 2026.
Laurel Oak Wealth Management bought 1 iShares Morningstar Mid-Cap ETF share in Q2 2026, an estimated $91.
iShares Morningstar Mid-Cap ETF made up 0.04% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #306 holding.
Laurel Oak Wealth Management 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 Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.