Mount Yale Investment Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Mount Yale Investment 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 Q1	–	Sell	-2,508	Closed	-$207K	–	1112
2025 Q4	$207K	Buy	2,508 +11	+0.4%	+$909	0.01%	688
2025 Q3	$207K	Buy	+2,497	New	+$204K	0.01%	622

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

MIC

Means Investment Company Bangor, Maine $1.15B AUM 21.26% 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

Mount Yale Investment Advisors's IMCB Position: Q1 2026 in Review

Mount Yale Investment Advisors sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2026, closing a stake of 2,508 shares — an estimated $207K sold.

Mount Yale Investment Advisors first reported a position in IMCB in Q3 2025 and held it in 2 quarters. The position peaked at $207K in Q4 2025. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

Mount Yale Investment Advisors reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Mount Yale Investment Advisors sold 2,508 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $207K.
Mount Yale Investment Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2025 and held it in 2 quarters.
Mount Yale Investment Advisors's iShares Morningstar Mid-Cap ETF position peaked at $207K in Q4 2025.
192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.