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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
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIC
Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

Laurel Oak Wealth Management's IMCB Position: Q1 2026 in Review

Laurel Oak Wealth Management held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q1 2026 at 2,678 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #320.

Laurel Oak Wealth Management 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.

  • Laurel Oak Wealth Management held 2,678 shares of iShares Morningstar Mid-Cap ETF worth $223K as of Q1 2026.
  • Laurel Oak Wealth Management left its iShares Morningstar Mid-Cap ETF share count unchanged in Q1 2026.
  • iShares Morningstar Mid-Cap ETF made up 0.04% of Laurel Oak Wealth Management's portfolio in Q1 2026, its #320 holding.
  • Laurel Oak Wealth Management 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 Laurel Oak Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.