Opal Capital’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Opal Capital’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 Q1	–	Sell	-4,828	Closed	-$422K	–	171
2025 Q4	$422K	Buy	+4,828	New	+$399K	0.11%	115

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

Opal Capital's IMCB Position: Q1 2026 in Review

Opal Capital sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2026, closing a stake of 4,828 shares — an estimated $422K sold.

Opal Capital first reported a position in IMCB in Q4 2025 and held it in 1 quarter. The position peaked at $422K in Q4 2025. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

Opal Capital reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Opal Capital sold 4,828 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $422K.
Opal Capital first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2025 and held it in 1 quarter.
Opal Capital's iShares Morningstar Mid-Cap ETF position peaked at $422K in Q4 2025.
192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Opal Capital's 13F filing for Q1 2026, filed 18 May 2026.