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 Q2	$525K	Sell	5,442 -101	-2%	-$9.22K	﹤0.01%	2420
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 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

Mariner's IMCB Position: Q2 2026 in Review

Mariner reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 1.8% in Q2 2026, selling an estimated $9.22K and leaving 5,442 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #2420.

Mariner first reported a position in IMCB in Q3 2016 and has held it in 19 quarters since. The position peaked at $605K in Q4 2025. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Mariner held 5,442 shares of iShares Morningstar Mid-Cap ETF worth $525K as of Q2 2026.
Mariner sold 101 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $9.22K.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #2420 holding.
Mariner first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2016 and has held it in 19 quarters since.
Mariner's iShares Morningstar Mid-Cap ETF position peaked at $605K in Q4 2025.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.