Lawood & Co’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Lawood & Co’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	$650K	Hold	6,736	–	–	0.44%	48
2026 Q1	$562K	Hold	6,736	–	–	0.52%	49
2025 Q4	$557K	Buy	+6,736	New	+$556K	0.53%	50

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 $617M AUM 18% 1-Year Est. Return

CFD

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

Lawood & Co's IMCB Position: Q2 2026 in Review

Lawood & Co held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q2 2026 at 6,736 shares worth $650K. The position accounts for 0.44% of the portfolio, ranked #48.

Lawood & Co first reported a position in IMCB in Q4 2025 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Lawood & Co held 6,736 shares of iShares Morningstar Mid-Cap ETF worth $650K as of Q2 2026.
Lawood & Co left its iShares Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap ETF made up 0.44% of Lawood & Co's portfolio in Q2 2026, its #48 holding.
Lawood & Co first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Lawood & Co's 13F filing for Q2 2026, filed 13 Jul 2026.