NBC Securities
IMCB icon

NBC Securities’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

NBC Securities’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
Q3 		$7.94K Sell
84
-38
-31% -$3.71K ﹤0.01% 1984
2026
Q2 		$11.8K Hold
122
– – ﹤0.01% 1826
2026
Q1 		$10.2K Hold
122
– – ﹤0.01% 1934
2025
Q4 		$10.1K Buy
+122
New +$10.1K ﹤0.01% 2018

Other funds holding IMCB

Means Investment Company
Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
NWA
Northwest Wealth Advisors Bellingham, Washington $202M AUM 16.44% 1-Year Est. Return
Steele Capital Management
Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
Fortitude Financial
Fortitude Financial Spokane, Washington $213M AUM 18.2% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

NBC Securities's IMCB Position: Q3 2026 in Review

NBC Securities reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 31% in Q3 2026, selling an estimated $3.71K and leaving 84 shares worth $7.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1984.

NBC Securities first reported a position in IMCB in Q4 2025 and has held it in 4 quarters since. The position peaked at $11.8K in Q2 2026. 89 funds tracked by Wall St. Rank hold IMCB as of Q3 2026.

  • NBC Securities held 84 shares of iShares Morningstar Mid-Cap ETF worth $7.94K as of Q3 2026.
  • NBC Securities sold 38 iShares Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $3.71K.
  • iShares Morningstar Mid-Cap ETF made up ﹤0.01% of NBC Securities's portfolio in Q3 2026, its #1984 holding.
  • NBC Securities first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • NBC Securities's iShares Morningstar Mid-Cap ETF position peaked at $11.8K in Q2 2026.
  • 89 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.