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

Northwest Wealth 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	$15.8M	Buy	163,319 +20,202	+14%	+$1.85M	9.06%	3
2026 Q1	$11.9M	Buy	143,117 +25,129	+21%	+$2.15M	8.53%	3
2025 Q4	$9.76M	Buy	+117,988	New	+$9.75M	7.6%	3

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

Northwest Wealth Advisors's IMCB Position: Q2 2026 in Review

Northwest Wealth Advisors increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 14% in Q2 2026, buying an estimated $1.85M and bringing the position to 163,319 shares worth $15.8M. The position accounts for 9.06% of the portfolio, ranked #3.

Northwest Wealth Advisors first reported a position in IMCB in Q4 2025 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Northwest Wealth Advisors held 163,319 shares of iShares Morningstar Mid-Cap ETF worth $15.8M as of Q2 2026.
Northwest Wealth Advisors bought 20,202 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.85M.
iShares Morningstar Mid-Cap ETF made up 9.06% of Northwest Wealth Advisors's portfolio in Q2 2026, its #3 holding.
Northwest Wealth Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Northwest Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.