Mather Group
IMCB icon

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

Mather Group’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 		$39K Hold
413
– – ﹤0.01% 1237
2026
Q2 		$39.9K Hold
413
– – ﹤0.01% 1158
2026
Q1 		$34.5K Buy
+413
New +$35.4K ﹤0.01% 1143

Other funds holding IMCB

Sunburst Financial Group
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
Fortitude Financial
Fortitude Financial Spokane, Washington $213M AUM 18.2% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Rede Wealth
Rede Wealth Charlottesville, Virginia $304M AUM 9.74% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Mather Group's IMCB Position: Q3 2026 in Review

Mather Group held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q3 2026 at 413 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

Mather Group first reported a position in IMCB in Q1 2026 and has held it in 3 quarters since. The position peaked at $39.9K in Q2 2026. 41 funds tracked by Wall St. Rank hold IMCB as of Q3 2026.

  • Mather Group held 413 shares of iShares Morningstar Mid-Cap ETF worth $39K as of Q3 2026.
  • Mather Group left its iShares Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
  • iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1237 holding.
  • Mather Group first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • Mather Group's iShares Morningstar Mid-Cap ETF position peaked at $39.9K in Q2 2026.
  • 41 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.