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

Olistico Wealth’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	$26K	Hold	275	–	–	0.01%	203
2026 Q2	$26.6K	Sell	275 -25	-8%	-$2.28K	0.01%	198
2026 Q1	$25K	Hold	300	–	–	0.01%	200
2025 Q4	$24.8K	Buy	+300	New	+$24.8K	0.01%	200
2025 Q3	–	Sell	-300	Closed	-$23.9K	–	207
2025 Q2	$23.9K	Hold	300	–	–	0.01%	215
2025 Q1	$22.2K	Hold	300	–	–	0.01%	205
2024 Q4	$22.8K	Hold	300	–	–	0.01%	206
2024 Q3	$22.8K	Hold	300	–	–	0.01%	207
2024 Q2	$21K	Buy	+300	New	+$21.1K	0.01%	209

Other funds holding IMCB

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

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Fortitude Financial Spokane, Washington $213M AUM 18.2% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

Olistico Wealth's IMCB Position: Q3 2026 in Review

Olistico Wealth held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q3 2026 at 275 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #203.

Olistico Wealth first reported a position in IMCB in Q2 2024 and has held it in 9 quarters since. The position peaked at $26.6K in Q2 2026. 37 funds tracked by Wall St. Rank hold IMCB as of Q3 2026.

Olistico Wealth held 275 shares of iShares Morningstar Mid-Cap ETF worth $26K as of Q3 2026.
Olistico Wealth left its iShares Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
iShares Morningstar Mid-Cap ETF made up 0.01% of Olistico Wealth's portfolio in Q3 2026, its #203 holding.
Olistico Wealth first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
Olistico Wealth's iShares Morningstar Mid-Cap ETF position peaked at $26.6K in Q2 2026.
37 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.