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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
Q3 		$636K Hold
6,736
– – 0.44% 47
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

SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
PVAMC
PPS&V Asset Management Consultants Portage, Michigan $185M AUM 18.16% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Lawood & Co's IMCB Position: Q3 2026 in Review

Lawood & Co held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q3 2026 at 6,736 shares worth $636K. The position accounts for 0.44% of the portfolio, ranked #47.

Lawood & Co first reported a position in IMCB in Q4 2025 and has held it in 4 quarters since. The position peaked at $650K in Q2 2026. 10 funds tracked by Wall St. Rank hold IMCB as of Q3 2026.

  • Lawood & Co held 6,736 shares of iShares Morningstar Mid-Cap ETF worth $636K as of Q3 2026.
  • Lawood & Co left its iShares Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
  • iShares Morningstar Mid-Cap ETF made up 0.44% of Lawood & Co's portfolio in Q3 2026, its #47 holding.
  • Lawood & Co first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Lawood & Co's iShares Morningstar Mid-Cap ETF position peaked at $650K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.