Mercer Global Advisors
IMCB icon

Mercer Global Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Mercer Global Advisors’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 		$5.37M Buy
55,611
+3,726
+7% +$340K 0.01% 838
2026
Q1 		$4.33M Sell
51,885
-2,268
-4% -$194K 0.01% 822
2025
Q4 		$4.48M Sell
54,153
-4,330
-7% -$358K 0.01% 759
2025
Q3 		$4.86M Sell
58,483
-23,089
-28% -$1.88M 0.01% 677
2025
Q2 		$6.5M Buy
+81,572
New +$6.11M 0.01% 504
2025
Q1 		– Sell
-2,644
Closed -$201K – 2207
2024
Q4 		$201K Buy
+2,644
New +$207K ﹤0.01% 1973
2024
Q2 		– Sell
-3,469
Closed -$253K – 2001
2024
Q1 		$253K Buy
+3,469
New +$238K ﹤0.01% 1661
2023
Q3 		– Sell
-3,904
Closed -$247K – 2003
2023
Q2 		$247K Sell
3,904
-4,999
-56% -$301K ﹤0.01% 1625
2023
Q1 		$540K Sell
8,903
-299
-3% -$18.4K ﹤0.01% 1163
2022
Q4 		$540K Buy
9,202
+4,934
+116% +$289K ﹤0.01% 1160
2022
Q3 		$230K Sell
4,268
-177
-4% -$10.6K ﹤0.01% 1563
2022
Q2 		$251K Buy
4,445
+1
+0% +$62 ﹤0.01% 1505
2022
Q1 		$299K Sell
4,444
-468
-10% -$31.1K ﹤0.01% 1511
2021
Q4 		$349K Buy
4,912
+771
+19% +$54K ﹤0.01% 1383
2021
Q3 		$276K Hold
4,141
– – ﹤0.01% 1463
2021
Q2 		$278K Sell
4,141
-11,127
-73% -$732K ﹤0.01% 1417
2021
Q1 		$240K Buy
15,268
+11,436
+298% +$698K ﹤0.01% 1408
2020
Q4 		$224K Buy
+3,832
New +$210K ﹤0.01% 1191

Other funds holding IMCB

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
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

Mercer Global Advisors's IMCB Position: Q2 2026 in Review

Mercer Global Advisors increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 7.2% in Q2 2026, buying an estimated $340K and bringing the position to 55,611 shares worth $5.37M. The position accounts for 0.01% of the portfolio, ranked #838.

Mercer Global Advisors first reported a position in IMCB in Q4 2020 and has held it in 18 quarters since. The position peaked at $6.5M in Q2 2025. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Mercer Global Advisors held 55,611 shares of iShares Morningstar Mid-Cap ETF worth $5.37M as of Q2 2026.
  • Mercer Global Advisors bought 3,726 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $340K.
  • iShares Morningstar Mid-Cap ETF made up 0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #838 holding.
  • Mercer Global Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2020 and has held it in 18 quarters since.
  • Mercer Global Advisors's iShares Morningstar Mid-Cap ETF position peaked at $6.5M in Q2 2025.
  • 200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.