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Mosley Wealth Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Mosley Wealth Management’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 		$42K Sell
435
-2,186
-83% -$200K 0.01% 269
2026
Q1 		$218K Hold
2,621
– – 0.1% 147
2025
Q4 		$219K Buy
+2,621
New +$217K 0.1% 151
2024
Q4 		$205K Sell
2,588
-59
-2% -$4.62K 0.13% 111
2024
Q3 		$204K Buy
+2,647
New +$192K 0.14% 111

Other funds holding IMCB

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NWA
Northwest Wealth Advisors Bellingham, Washington $174M AUM
FF
Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Mosley Wealth Management's IMCB Position: Q2 2026 in Review

Mosley Wealth Management reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 83% in Q2 2026, selling an estimated $200K and leaving 435 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #269.

Mosley Wealth Management first reported a position in IMCB in Q3 2024 and has held it in 5 quarters since. The position peaked at $219K in Q4 2025. 114 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Mosley Wealth Management held 435 shares of iShares Morningstar Mid-Cap ETF worth $42K as of Q2 2026.
  • Mosley Wealth Management sold 2,186 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $200K.
  • iShares Morningstar Mid-Cap ETF made up 0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #269 holding.
  • Mosley Wealth Management first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2024 and has held it in 5 quarters since.
  • Mosley Wealth Management's iShares Morningstar Mid-Cap ETF position peaked at $219K in Q4 2025.
  • 114 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.