Morton Brown Family Wealth’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Morton Brown Family Wealth’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	$47.2K	Buy	489 +1	+0.2%	+$91	0.01%	127
2026 Q1	$40.7K	Buy	488 +2	+0.4%	+$171	0.01%	125
2025 Q4	$40.2K	Buy	486 +2	+0.4%	+$165	0.01%	125
2025 Q3	$40.2K	Buy	484 +2	+0.4%	+$163	0.01%	119
2025 Q2	$38.4K	Buy	482 +1	+0.2%	+$75	0.01%	120
2025 Q1	$35.6K	Buy	481 +2	+0.4%	+$154	0.01%	123
2024 Q4	$36.5K	Buy	479 +2	+0.4%	+$156	0.01%	118
2024 Q3	$36.3K	Buy	477 +2	+0.4%	+$145	0.01%	111
2024 Q2	$34.4K	Buy	475 +1	+0.2%	+$70	0.01%	107
2024 Q1	$34.5K	Buy	474 +2	+0.4%	+$137	0.01%	102
2023 Q4	$31.7K	Buy	472 +5	+1%	+$307	0.01%	127
2023 Q3	$27.9K	Hold	467	–	–	0.01%	99
2023 Q2	$29.6K	Buy	467 +1	+0.2%	+$60	0.02%	95
2023 Q1	$28.3K	Buy	466 +2	+0.4%	+$123	0.02%	95
2022 Q4	$27.2K	Buy	464 +5	+1%	+$292	0.02%	89
2022 Q3	$25K	Hold	459	–	–	0.02%	86
2022 Q2	$26K	Buy	459 +1	+0.2%	+$62	0.02%	86
2022 Q1	$31K	Buy	458 +2	+0.4%	+$133	0.02%	83
2021 Q4	$32K	Buy	+456	New	+$32K	0.02%	87

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 $631M AUM 12.14% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Morton Brown Family Wealth's IMCB Position: Q2 2026 in Review

Morton Brown Family Wealth increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 0.2% in Q2 2026, buying an estimated $91 and bringing the position to 489 shares worth $47.2K. The position accounts for 0.01% of the portfolio, ranked #127.

Morton Brown Family Wealth first reported a position in IMCB in Q4 2021 and has held it in 19 quarters since. 201 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Morton Brown Family Wealth held 489 shares of iShares Morningstar Mid-Cap ETF worth $47.2K as of Q2 2026.
Morton Brown Family Wealth bought 1 iShares Morningstar Mid-Cap ETF share in Q2 2026, an estimated $91.
iShares Morningstar Mid-Cap ETF made up 0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #127 holding.
Morton Brown Family Wealth first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
201 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.