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

NewEdge 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	$492K	Buy	5,098 +11	+0.2%	+$1K	﹤0.01%	2159
2026 Q1	$424K	Buy	5,087 +3,099	+156%	+$265K	﹤0.01%	2114
2025 Q4	$164K	Sell	1,988 -19	-0.9%	-$1.57K	﹤0.01%	2636
2025 Q3	$167K	Buy	2,007 +6	+0.3%	+$489	﹤0.01%	2459
2025 Q2	$159K	Buy	2,001 +5	+0.3%	+$374	﹤0.01%	2281
2025 Q1	$148K	Buy	1,996 +5	+0.3%	+$385	﹤0.01%	2186
2024 Q4	$152K	Buy	1,991 +6	+0.3%	+$469	﹤0.01%	2159
2024 Q3	$151K	Buy	1,985 +1,465	+282%	+$106K	﹤0.01%	2066
2024 Q2	$36.4K	Sell	520 -59	-10%	-$4.16K	﹤0.01%	2443
2024 Q1	$42.2K	Hold	579	–	–	﹤0.01%	2367
2023 Q4	$38.9K	Sell	579 -13,559	-96%	-$833K	﹤0.01%	2309
2023 Q3	$844K	Buy	14,138 +1,025	+8%	+$64.6K	0.01%	934
2023 Q2	$830K	Sell	13,113 -1,104	-8%	-$66.5K	0.01%	953
2023 Q1	$862K	Buy	14,217 +13,002	+1,070%	+$798K	0.01%	850
2022 Q4	$53.8K	Sell	1,215 -4,685	-79%	-$274K	﹤0.01%	1686
2022 Q3	$318K	Buy	+5,900	New	+$352K	0.01%	1174
2022 Q1	–	Sell	-29,448	Closed	-$2.09M	–	1378
2021 Q4	$2.09M	Buy	29,448 +142	+0.5%	+$9.95K	0.03%	436
2021 Q3	$1.95M	Buy	+29,306	New	+$1.99M	0.05%	328

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

NewEdge Advisors's IMCB Position: Q2 2026 in Review

NewEdge Advisors increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 0.22% in Q2 2026, buying an estimated $1K and bringing the position to 5,098 shares worth $492K. The position accounts for ﹤0.01% of the portfolio, ranked #2159.

NewEdge Advisors first reported a position in IMCB in Q3 2021 and has held it in 18 quarters since. The position peaked at $2.09M in Q4 2021. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

NewEdge Advisors held 5,098 shares of iShares Morningstar Mid-Cap ETF worth $492K as of Q2 2026.
NewEdge Advisors bought 11 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1K.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2159 holding.
NewEdge Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2021 and has held it in 18 quarters since.
NewEdge Advisors's iShares Morningstar Mid-Cap ETF position peaked at $2.09M in Q4 2021.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.