NFP Retirement Inc’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

NFP Retirement Inc’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	$454K	Hold	4,803	–	–	0.02%	214
2026 Q2	$464K	Hold	4,803	–	–	0.03%	211
2026 Q1	$401K	Hold	4,803	–	–	0.02%	220
2025 Q4	$397K	Hold	4,803	–	–	0.02%	219
2025 Q3	$399K	Hold	4,803	–	–	0.03%	222
2025 Q2	$383K	Hold	4,803	–	–	0.03%	230
2025 Q1	$356K	Hold	4,803	–	–	0.03%	211
2024 Q4	$366K	Hold	4,803	–	–	0.03%	216
2024 Q3	$365K	Hold	4,803	–	–	0.03%	217
2024 Q2	$337K	Sell	4,803 -432	-8%	-$30.4K	0.03%	217
2024 Q1	$381K	Buy	+5,235	New	+$359K	0.03%	204

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

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 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

NFP Retirement Inc's IMCB Position: Q3 2026 in Review

NFP Retirement Inc held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q3 2026 at 4,803 shares worth $454K. The position accounts for 0.02% of the portfolio, ranked #214.

NFP Retirement Inc first reported a position in IMCB in Q1 2024 and has held it in 11 quarters since. The position peaked at $464K in Q2 2026. 151 funds tracked by Wall St. Rank hold IMCB as of Q3 2026.

NFP Retirement Inc held 4,803 shares of iShares Morningstar Mid-Cap ETF worth $454K as of Q3 2026.
NFP Retirement Inc left its iShares Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
iShares Morningstar Mid-Cap ETF made up 0.02% of NFP Retirement Inc's portfolio in Q3 2026, its #214 holding.
NFP Retirement Inc first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2024 and has held it in 11 quarters since.
NFP Retirement Inc's iShares Morningstar Mid-Cap ETF position peaked at $464K in Q2 2026.
151 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2026.

Based on NFP Retirement Inc's 13F filing for Q3 2026, filed 12 Nov 2026.