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Matrix Private Capital Group’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Matrix Private Capital 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
Q1 		$223K Buy
2,672
+51
+2% +$4.37K 0.11% 84
2025
Q4 		$217K Buy
2,621
+2
+0.1% +$165 0.11% 89
2025
Q3 		$217K Buy
2,619
+2
+0.1% +$163 0.12% 88
2025
Q2 		$208K Sell
2,617
-88
-3% -$6.59K 0.12% 88
2025
Q1 		$200K Buy
2,705
+2
+0.1% +$154 0.12% 99
2024
Q4 		$206K Buy
2,703
+2
+0.1% +$156 0.12% 106
2024
Q3 		$205K Buy
2,701
+37
+1% +$2.69K 0.12% 108
2024
Q2 		$187K Buy
2,664
+285
+12% +$20.1K 0.12% 108
2024
Q1 		$173K Hold
2,379
– – 0.12% 104
2023
Q4 		$160K Buy
2,379
+3
+0.1% +$184 0.12% 102
2023
Q3 		$143K Sell
2,376
-57
-2% -$3.59K 0.11% 110
2023
Q2 		$154K Buy
2,433
+1
+0% +$60 0.11% 115
2023
Q1 		$147K Sell
2,432
-99
-4% -$6.08K 0.1% 121
2022
Q4 		$148K Buy
2,531
+2
+0.1% +$117 0.1% 136
2022
Q3 		$136K Buy
2,529
+2
+0.1% +$119 0.09% 135
2022
Q2 		$142K Buy
2,527
+2
+0.1% +$124 0.08% 173
2022
Q1 		$170K Buy
2,525
+171
+7% +$11.4K 0.08% 180
2021
Q4 		$167K Buy
2,354
+2
+0.1% +$140 0.08% 191
2021
Q3 		$157K Buy
2,352
+41
+2% +$2.78K 0.08% 182
2021
Q2 		$155K Sell
2,311
-13
-0.6% -$855 0.08% 182
2021
Q1 		$146K Hold
2,324
– – 0.09% 181
2020
Q4 		$136K Sell
2,324
-56
-2% -$3.06K 0.1% 165
2020
Q3 		$119K Sell
2,380
-80
-3% -$3.95K 0.12% 129
2020
Q2 		$113K Sell
2,460
-20
-0.8% -$870 0.12% 125
2020
Q1 		$95K Sell
2,480
-988
-28% -$47.9K 0.14% 115
2019
Q4 		$182K Buy
+3,468
New +$176K 0.19% 135

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

Matrix Private Capital Group's IMCB Position: Q1 2026 in Review

Matrix Private Capital Group increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 1.9% in Q1 2026, buying an estimated $4.37K and bringing the position to 2,672 shares worth $223K. The position accounts for 0.11% of the portfolio, ranked #84.

Matrix Private Capital Group first reported a position in IMCB in Q4 2019 and has held it in 26 quarters since. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

  • Matrix Private Capital Group held 2,672 shares of iShares Morningstar Mid-Cap ETF worth $223K as of Q1 2026.
  • Matrix Private Capital Group bought 51 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $4.37K.
  • iShares Morningstar Mid-Cap ETF made up 0.11% of Matrix Private Capital Group's portfolio in Q1 2026, its #84 holding.
  • Matrix Private Capital Group first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • 192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Matrix Private Capital Group's 13F filing for Q1 2026, filed 15 May 2026.