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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
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

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
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

Olistico Wealth's IMCB Position: Q2 2026 in Review

Olistico Wealth reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 8.3% in Q2 2026, selling an estimated $2.28K and leaving 275 shares worth $26.6K. The position accounts for 0.01% of the portfolio, ranked #198.

Olistico Wealth first reported a position in IMCB in Q2 2024 and has held it in 8 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Olistico Wealth held 275 shares of iShares Morningstar Mid-Cap ETF worth $26.6K as of Q2 2026.
  • Olistico Wealth sold 25 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.28K.
  • iShares Morningstar Mid-Cap ETF made up 0.01% of Olistico Wealth's portfolio in Q2 2026, its #198 holding.
  • Olistico Wealth first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
  • 200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.