Philip James Wealth Mangement’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Philip James Wealth Mangement’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	-3,476	Closed	-$288K	–	164
2025 Q4	$288K	Sell	3,476 -491	-12%	-$40.6K	0.03%	149
2025 Q3	$329K	Sell	3,967 -1,727	-30%	-$141K	0.04%	144
2025 Q2	$454K	Buy	5,694 +19	+0.3%	+$1.42K	0.06%	115
2025 Q1	$420K	Sell	5,675 -355	-6%	-$27.4K	0.05%	111
2024 Q4	$459K	Buy	6,030 +24	+0.4%	+$1.88K	0.06%	111
2024 Q3	$457K	Sell	6,006 -19	-0.3%	-$1.38K	0.06%	105
2024 Q2	$422K	Buy	6,025 +19	+0.3%	+$1.34K	0.28%	34
2024 Q1	$437K	Buy	6,006 +20	+0.3%	+$1.37K	0.31%	37
2023 Q4	$402K	Buy	+5,986	New	+$368K	0.31%	37

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIC

Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

SFG

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

Philip James Wealth Mangement's IMCB Position: Q1 2026 in Review

Philip James Wealth Mangement sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2026, closing a stake of 3,476 shares — an estimated $288K sold.

Philip James Wealth Mangement first reported a position in IMCB in Q4 2023 and held it in 9 quarters. The position peaked at $459K in Q4 2024. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

Philip James Wealth Mangement reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Philip James Wealth Mangement sold 3,476 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $288K.
Philip James Wealth Mangement first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2023 and held it in 9 quarters.
Philip James Wealth Mangement's iShares Morningstar Mid-Cap ETF position peaked at $459K in Q4 2024.
192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.