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

Mutual 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	$631K	Buy	6,538 +42	+0.6%	+$3.84K	0.01%	827
2026 Q1	$542K	Hold	6,496	–	–	0.01%	847
2025 Q4	$537K	Hold	6,496	–	–	0.01%	842
2025 Q3	$540K	Buy	6,496 +1,976	+44%	+$161K	0.01%	820
2025 Q2	$372K	Hold	4,520	–	–	0.01%	910
2025 Q1	$327K	Hold	4,520	–	–	0.01%	880
2024 Q4	$355K	Hold	4,520	–	–	0.01%	837
2024 Q3	$346K	Hold	4,520	–	–	0.01%	836
2024 Q2	$327K	Sell	4,520 -29	-0.6%	-$2.04K	0.01%	851
2024 Q1	$331K	Buy	4,549 +237	+5%	+$16.2K	0.01%	833
2023 Q4	$289K	Buy	4,312 +232	+6%	+$14.2K	0.01%	829
2023 Q3	$244K	Buy	4,080 +115	+3%	+$7.25K	0.01%	858
2023 Q2	$251K	Sell	3,965 -329	-8%	-$19.8K	0.01%	869
2023 Q1	$260K	Hold	4,294	–	–	0.01%	823
2022 Q4	$252K	Buy	4,294 +110	+3%	+$6.43K	0.01%	794
2022 Q3	$225K	Buy	4,184 +155	+4%	+$9.26K	0.01%	796
2022 Q2	$227K	Buy	4,029 +229	+6%	+$14.1K	0.02%	754
2022 Q1	$256K	Sell	3,800 -8	-0.2%	-$532	0.01%	758
2021 Q4	$271K	Buy	3,808 +160	+4%	+$11.2K	0.01%	763
2021 Q3	$243K	Sell	3,648 -68	-2%	-$4.61K	0.01%	773
2021 Q2	$249K	Buy	3,716 +492	+15%	+$32.4K	0.01%	731
2021 Q1	$203K	Sell	3,224 -4,692	-59%	-$286K	0.01%	732
2020 Q4	$463K	Sell	7,916 -440	-5%	-$24.1K	0.03%	479
2020 Q3	$418K	Sell	8,356 -568	-6%	-$28.1K	0.04%	458
2020 Q2	$411K	Sell	8,924 -1,460	-14%	-$63.5K	0.04%	431
2020 Q1	$398K	Buy	+10,384	New	+$503K	0.05%	335

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 $617M AUM 18% 1-Year Est. Return

CFD

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

Mutual Advisors's IMCB Position: Q2 2026 in Review

Mutual Advisors increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 0.65% in Q2 2026, buying an estimated $3.84K and bringing the position to 6,538 shares worth $631K. The position accounts for 0.01% of the portfolio, ranked #827.

Mutual Advisors first reported a position in IMCB in Q1 2020 and has held it in 26 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Mutual Advisors held 6,538 shares of iShares Morningstar Mid-Cap ETF worth $631K as of Q2 2026.
Mutual Advisors bought 42 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $3.84K.
iShares Morningstar Mid-Cap ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #827 holding.
Mutual Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.