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Mullaney, Keating & Wright’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Mullaney, Keating & Wright’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 		$455K Buy
4,709
+899
+24% +$82.1K 0.22% 47
2026
Q1 		$318K Buy
3,810
+781
+26% +$66.9K 0.17% 54
2025
Q4 		$251K Buy
3,029
+12
+0.4% +$991 0.13% 60
2025
Q3 		$251K Buy
+3,017
New +$246K 0.14% 58

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

Mullaney, Keating & Wright's IMCB Position: Q2 2026 in Review

Mullaney, Keating & Wright increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 24% in Q2 2026, buying an estimated $82.1K and bringing the position to 4,709 shares worth $455K. The position accounts for 0.22% of the portfolio, ranked #47.

Mullaney, Keating & Wright first reported a position in IMCB in Q3 2025 and has held it in 4 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Mullaney, Keating & Wright held 4,709 shares of iShares Morningstar Mid-Cap ETF worth $455K as of Q2 2026.
  • Mullaney, Keating & Wright bought 899 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $82.1K.
  • iShares Morningstar Mid-Cap ETF made up 0.22% of Mullaney, Keating & Wright's portfolio in Q2 2026, its #47 holding.
  • Mullaney, Keating & Wright first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Mullaney, Keating & Wright's 13F filing for Q2 2026, filed 14 Jul 2026.