Mariner
IMCB icon

Mariner’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Mariner’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 		$462K Sell
5,543
-1,773
-24% -$152K ﹤0.01% 2546
2025
Q4 		$605K Buy
7,316
+195
+3% +$16.1K ﹤0.01% 2320
2025
Q3 		$591K Hold
7,121
– – ﹤0.01% 2295
2025
Q2 		$567K Sell
7,121
-241
-3% -$18.1K ﹤0.01% 2226
2025
Q1 		$545K Hold
7,362
– – ﹤0.01% 2142
2024
Q4 		$561K Sell
7,362
-1
-0% -$78 ﹤0.01% 2102
2024
Q3 		$560K Buy
7,363
+1
+0% +$73 ﹤0.01% 2035
2024
Q2 		$516K Sell
7,362
-5
-0.1% -$352 ﹤0.01% 2022
2024
Q1 		$537K Buy
7,367
+5
+0.1% +$343 ﹤0.01% 1975
2023
Q4 		$494K Buy
7,362
+590
+9% +$36.2K ﹤0.01% 1937
2023
Q3 		$404K Buy
6,772
+540
+9% +$34K ﹤0.01% 1915
2023
Q2 		$394K Hold
6,232
– – ﹤0.01% 1913
2023
Q1 		$378K Sell
6,232
-832
-12% -$51.1K ﹤0.01% 1888
2022
Q4 		$414K Sell
7,064
-1,228
-15% -$71.8K ﹤0.01% 1776
2022
Q3 		$447K Buy
+8,292
New +$495K ﹤0.01% 1484
2018
Q3 		– Sell
-11,820
Closed -$543K – 820
2018
Q2 		$543K Buy
11,820
+120
+1% +$5.5K 0.02% 521
2018
Q1 		$530K Buy
+11,700
New +$545K 0.02% 423
2016
Q4 		– Sell
-508
Closed -$20K – 680
2016
Q3 		$20K Buy
+508
New +$19.6K ﹤0.01% 691

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

Mariner's IMCB Position: Q1 2026 in Review

Mariner reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 24% in Q1 2026, selling an estimated $152K and leaving 5,543 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #2546.

Mariner first reported a position in IMCB in Q3 2016 and has held it in 18 quarters since. The position peaked at $605K in Q4 2025. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

  • Mariner held 5,543 shares of iShares Morningstar Mid-Cap ETF worth $462K as of Q1 2026.
  • Mariner sold 1,773 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $152K.
  • iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #2546 holding.
  • Mariner first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2016 and has held it in 18 quarters since.
  • Mariner's iShares Morningstar Mid-Cap ETF position peaked at $605K in Q4 2025.
  • 192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.