LPL Financial’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $37.2M | Sell |
445,448
-10,813
| -2% | -$926K | 0.01% | 1068 |
|
|
2025
Q4 | $37.7M | Sell |
456,261
-15,558
| -3% | -$1.29M | 0.01% | 1020 |
|
|
2025
Q3 | $39.2M | Sell |
471,819
-27,024
| -5% | -$2.2M | 0.01% | 968 |
|
|
2025
Q2 | $39.7M | Buy |
498,843
+45,220
| +10% | +$3.39M | 0.01% | 885 |
|
|
2025
Q1 | $33.6M | Buy |
453,623
+24,559
| +6% | +$1.89M | 0.01% | 881 |
|
|
2024
Q4 | $32.7M | Buy |
429,064
+18,944
| +5% | +$1.48M | 0.01% | 841 |
|
|
2024
Q3 | $31.2M | Sell |
410,120
-16,317
| -4% | -$1.18M | 0.01% | 819 |
|
|
2024
Q2 | $29.9M | Sell |
426,437
-26,325
| -6% | -$1.86M | 0.01% | 789 |
|
|
2024
Q1 | $33M | Sell |
452,762
-9,154
| -2% | -$627K | 0.02% | 709 |
|
|
2023
Q4 | $31M | Buy |
461,916
+27,180
| +6% | +$1.67M | 0.02% | 684 |
|
|
2023
Q3 | $26M | Buy |
434,736
+54,629
| +14% | +$3.44M | 0.02% | 693 |
|
|
2023
Q2 | $24.1M | Buy |
380,107
+3,385
| +0.9% | +$204K | 0.02% | 716 |
|
|
2023
Q1 | $22.8M | Sell |
376,722
-16,632
| -4% | -$1.02M | 0.02% | 704 |
|
|
2022
Q4 | $23.1M | Sell |
393,354
-20,360
| -5% | -$1.19M | 0.02% | 651 |
|
|
2022
Q3 | $22.3M | Buy |
413,714
+8,708
| +2% | +$520K | 0.02% | 603 |
|
|
2022
Q2 | $22.8M | Sell |
405,006
-11,353
| -3% | -$701K | 0.02% | 589 |
|
|
2022
Q1 | $28M | Buy |
416,359
+43,829
| +12% | +$2.92M | 0.02% | 536 |
|
|
2021
Q4 | $26.5M | Buy |
372,530
+18,144
| +5% | +$1.27M | 0.02% | 570 |
|
|
2021
Q3 | $23.6M | Buy |
354,386
+22,575
| +7% | +$1.53M | 0.02% | 563 |
|
|
2021
Q2 | $22.2M | Buy |
331,811
+13,075
| +4% | +$860K | 0.02% | 560 |
|
|
2021
Q1 | $20M | Sell |
318,736
-1,212
| -0.4% | -$74K | 0.02% | 547 |
|
|
2020
Q4 | $18.7M | Buy |
319,948
+25,392
| +9% | +$1.39M | 0.02% | 499 |
|
|
2020
Q3 | $14.8M | Sell |
294,556
-476
| -0.2% | -$23.5K | 0.02% | 489 |
|
|
2020
Q2 | $13.6M | Buy |
295,032
+47,540
| +19% | +$2.07M | 0.02% | 485 |
|
|
2020
Q1 | $9.48M | Sell |
247,492
-42,192
| -15% | -$2.04M | 0.02% | 518 |
|
|
2019
Q4 | $15.2M | Buy |
289,684
+48,700
| +20% | +$2.47M | 0.03% | 433 |
|
|
2019
Q3 | $11.9M | Buy |
240,984
+18,812
| +8% | +$917K | 0.02% | 476 |
|
|
2019
Q2 | $10.8M | Buy |
222,172
+6,956
| +3% | +$333K | 0.02% | 485 |
|
|
2019
Q1 | $10.1M | Sell |
215,216
-3,048
| -1% | -$138K | 0.02% | 492 |
|
|
2018
Q4 | $8.82M | Sell |
218,264
-2,524
| -1% | -$111K | 0.02% | 490 |
|
|
2018
Q3 | $10.5M | Sell |
220,788
-1,600
| -0.7% | -$75.9K | 0.03% | 475 |
|
|
2018
Q2 | $10.2M | Sell |
222,388
-47,460
| -18% | -$2.17M | 0.03% | 457 |
|
|
2018
Q1 | $12.2M | Buy |
269,848
+13,640
| +5% | +$636K | 0.03% | 396 |
|
|
2017
Q4 | $11.9M | Sell |
256,208
-19,548
| -7% | -$881K | 0.04% | 376 |
|
|
2017
Q3 | $12.1M | Buy |
275,756
+288
| +0.1% | +$12.3K | 0.04% | 332 |
|
|
2017
Q2 | $11.6M | Sell |
275,468
-25,532
| -8% | -$1.07M | 0.04% | 328 |
|
|
2017
Q1 | $12.5M | Buy |
301,000
+12,452
| +4% | +$511K | 0.09% | 202 |
|
|
2016
Q4 | $11.4M | Buy |
288,548
+11,780
| +4% | +$454K | 0.09% | 196 |
|
|
2016
Q3 | $10.5M | Buy |
276,768
+12,232
| +5% | +$473K | 0.1% | 179 |
|
|
2016
Q2 | $9.86M | Sell |
264,536
-225,252
| -46% | -$8.29M | 0.08% | 193 |
|
|
2016
Q1 | $17.6M | Buy |
489,788
+4,712
| +1% | +$160K | 0.05% | 298 |
|
|
2015
Q4 | $17.2M | Buy |
485,076
+268,728
| +124% | +$9.77M | 0.05% | 314 |
|
|
2015
Q3 | $7.71M | Buy |
216,348
+2,448
| +1% | +$90.1K | 0.04% | 339 |
|
|
2015
Q2 | $8.09M | Buy |
213,900
+22,928
| +12% | +$884K | 0.04% | 364 |
|
|
2015
Q1 | $7.29M | Buy |
190,972
+6,124
| +3% | +$230K | 0.04% | 384 |
|
|
2014
Q4 | $6.81M | Buy |
184,848
+7,892
| +4% | +$282K | 0.04% | 381 |
|
|
2014
Q3 | $6.06M | Sell |
176,956
-26,004
| -13% | -$918K | 0.04% | 391 |
|
|
2014
Q2 | $7.16M | Sell |
202,960
-23,128
| -10% | -$785K | 0.04% | 356 |
|
|
2014
Q1 | $7.63M | Sell |
226,088
-28,944
| -11% | -$951K | 0.05% | 323 |
|
|
2013
Q4 | $8.25M | Buy |
255,032
+12,540
| +5% | +$389K | 0.05% | 305 |
|
|
2013
Q3 | $7.34M | Sell |
242,492
-11,992
| -5% | -$351K | 0.05% | 314 |
|
|
2013
Q2 | $7.04M | Buy |
+254,484
| New | +$7.16M | 0.05% | 298 |
|
Other funds holding IMCB
RWM
MIC
ACA
SFG
LPL Financial's IMCB Position: Q1 2026 in Review
LPL Financial reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 2.4% in Q1 2026, selling an estimated $926K and leaving 445,448 shares worth $37.2M. The position accounts for 0.01% of the portfolio, ranked #1068.
LPL Financial first reported a position in IMCB in Q2 2013 and has held it in 52 quarters since. The position peaked at $39.7M in Q2 2025. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.
- LPL Financial held 445,448 shares of iShares Morningstar Mid-Cap ETF worth $37.2M as of Q1 2026.
- LPL Financial sold 10,813 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $926K.
- iShares Morningstar Mid-Cap ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1068 holding.
- LPL Financial first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- LPL Financial's iShares Morningstar Mid-Cap ETF position peaked at $39.7M in Q2 2025.
- 192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.