Means Investment Company’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Means Investment Company’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	$36.1M	Buy	432,405 +4,392	+1%	+$376K	3.14%	9
2025 Q4	$35.4M	Buy	428,013 +16,966	+4%	+$1.4M	2.98%	10
2025 Q3	$34.1M	Buy	411,047 +91,994	+29%	+$7.5M	2.95%	10
2025 Q2	$25.4M	Buy	319,053 +16,126	+5%	+$1.21M	2.41%	10
2025 Q1	$22.4M	Buy	302,927 +145,367	+92%	+$11.2M	2.38%	11
2024 Q4	$12M	Buy	157,560 +16,050	+11%	+$1.26M	1.25%	17
2024 Q3	$10.8M	Buy	141,510 +11,138	+9%	+$809K	1.2%	17
2024 Q2	$9.14M	Buy	130,372 +11,691	+10%	+$824K	1.09%	17
2024 Q1	$8.64M	Buy	118,681 +16,758	+16%	+$1.15M	1.12%	18
2023 Q4	$6.84M	Buy	101,923 +15,179	+17%	+$932K	0.99%	20
2023 Q3	$5.18M	Buy	86,744 +24,545	+39%	+$1.55M	0.85%	22
2023 Q2	$3.94M	Buy	62,199 +12,363	+25%	+$744K	0.62%	32
2023 Q1	$3.02M	Buy	49,836 +12,479	+33%	+$766K	0.53%	44
2022 Q4	$2.19M	Buy	37,357 +24,324	+187%	+$1.42M	0.44%	51
2022 Q3	$702K	Buy	13,033 +5,616	+76%	+$335K	0.15%	95
2022 Q2	$418K	Buy	+7,417	New	+$458K	0.09%	125

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Means Investment Company's IMCB Position: Q1 2026 in Review

Means Investment Company increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 1% in Q1 2026, buying an estimated $376K and bringing the position to 432,405 shares worth $36.1M. The position accounts for 3.14% of the portfolio, ranked #9.

Means Investment Company first reported a position in IMCB in Q2 2022 and has held it in 16 quarters since. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

Means Investment Company held 432,405 shares of iShares Morningstar Mid-Cap ETF worth $36.1M as of Q1 2026.
Means Investment Company bought 4,392 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $376K.
iShares Morningstar Mid-Cap ETF made up 3.14% of Means Investment Company's portfolio in Q1 2026, its #9 holding.
Means Investment Company first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2022 and has held it in 16 quarters since.
192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.