Liberty Capital Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Liberty Capital 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	$985K	Buy	+10,200	New	+$932K	0.17%	94
2025 Q4	$844K	Hold	10,200	–	–	0.16%	99
2025 Q3	$847K	Hold	10,200	–	–	0.16%	96
2025 Q2	$813K	Hold	10,200	–	–	0.16%	96
2025 Q1	$756K	Hold	10,200	–	–	0.17%	94
2024 Q4	$777K	Hold	10,200	–	–	0.17%	93
2024 Q3	$775K	Hold	10,200	–	–	0.17%	91
2024 Q2	$715K	Hold	10,200	–	–	0.17%	93
2024 Q1	$743K	Hold	10,200	–	–	0.18%	92
2023 Q4	$685K	Hold	10,200	–	–	0.18%	93
2023 Q3	$609K	Hold	10,200	–	–	0.18%	90
2023 Q2	$646K	Hold	10,200	–	–	0.19%	90
2023 Q1	$619K	Hold	10,200	–	–	0.2%	89
2022 Q4	$598K	Hold	10,200	–	–	0.21%	90
2022 Q3	$550K	Hold	10,200	–	–	0.21%	88
2022 Q2	$575K	Hold	10,200	–	–	0.2%	85
2022 Q1	$686K	Hold	10,200	–	–	0.2%	86
2021 Q4	$725K	Hold	10,200	–	–	0.2%	89
2021 Q3	$679K	Hold	10,200	–	–	0.2%	88
2021 Q2	$684K	Hold	10,200	–	–	0.21%	88
2021 Q1	$641K	Hold	10,200	–	–	0.22%	84
2020 Q4	$597K	Buy	+10,200	New	+$558K	0.22%	85
2020 Q2	$470K	Hold	10,200	–	–	0.2%	82
2020 Q1	$391K	Hold	10,200	–	–	0.2%	82
2019 Q4	$534K	Hold	10,200	–	–	0.22%	85
2019 Q3	$504K	Hold	10,200	–	–	0.22%	84
2019 Q2	$495K	Hold	10,200	–	–	0.22%	88
2019 Q1	$479K	Hold	10,200	–	–	0.24%	81
2018 Q4	$412K	Hold	10,200	–	–	0.25%	79
2018 Q3	$483K	Hold	10,200	–	–	0.25%	75
2018 Q2	$468K	Hold	10,200	–	–	0.27%	76
2018 Q1	$462K	Hold	10,200	–	–	0.28%	78
2017 Q4	$486K	Hold	10,200	–	–	0.26%	79
2017 Q3	$456K	Hold	10,200	–	–	0.25%	85
2017 Q2	$431K	Hold	10,200	–	–	0.26%	83
2017 Q1	$425K	Hold	10,200	–	–	0.26%	85
2016 Q4	$409K	Hold	10,200	–	–	0.27%	79
2016 Q3	$389K	Sell	10,200 -3,520	-26%	-$136K	0.25%	81
2016 Q2	$512K	Buy	+13,720	New	+$505K	0.35%	72

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NWA

Northwest Wealth Advisors Bellingham, Washington $174M AUM

Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Liberty Capital Management's IMCB Position: Q2 2026 in Review

Liberty Capital Management opened a new position in iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2026: 10,200 shares worth $985K. The stake represents 0.17% of the portfolio and ranks #94 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in IMCB as recently as Q4 2025.

Liberty Capital Management first reported a position in IMCB in Q2 2016 and has held it in 39 quarters since. 114 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Liberty Capital Management held 10,200 shares of iShares Morningstar Mid-Cap ETF worth $985K as of Q2 2026.
iShares Morningstar Mid-Cap ETF was a new Liberty Capital Management position in Q2 2026.
iShares Morningstar Mid-Cap ETF made up 0.17% of Liberty Capital Management's portfolio in Q2 2026, its #94 holding.
Liberty Capital Management first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2016 and has held it in 39 quarters since.
114 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.