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Pitti Group Wealth Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Pitti Group Wealth Management’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 		$1.73M Buy
17,876
+202
+1% +$18.4K 1.26% 23
2026
Q1 		$1.47M Buy
17,674
+1,408
+9% +$121K 1.2% 24
2025
Q4 		$1.35M Buy
16,266
+238
+1% +$19.7K 1.11% 26
2025
Q3 		$1.33M Sell
16,028
-479
-3% -$39.1K 1.13% 24
2025
Q2 		$1.31M Sell
16,507
-451
-3% -$33.8K 1.13% 22
2025
Q1 		$1.26M Sell
16,958
-769
-4% -$59.3K 1.29% 24
2024
Q4 		$1.35M Sell
17,727
-473
-3% -$37K 1.37% 21
2024
Q3 		$1.22M Hold
18,200
– – 1.33% 22
2024
Q2 		$1.22M Buy
18,200
+228
+1% +$16.1K 1.33% 22
2024
Q1 		$1.28M Sell
17,972
-228
-1% -$15.6K 1.43% 21
2023
Q4 		$1.22M Sell
18,200
-818
-4% -$50.2K 1.33% 22
2023
Q3 		$1.14M Buy
19,018
+1,498
+9% +$94.4K 1.3% 25
2023
Q2 		$1.11M Sell
17,520
-241
-1% -$14.5K 1.24% 25
2023
Q1 		$1.08M Buy
17,761
+58
+0.3% +$3.56K 1.2% 24
2022
Q4 		$1.04M Buy
17,703
+4,738
+37% +$277K 1.24% 23
2022
Q3 		$699K Buy
12,965
+305
+2% +$18.2K 0.96% 26
2022
Q2 		$713K Sell
12,660
-154
-1% -$9.51K 0.97% 25
2022
Q1 		$862K Buy
12,814
+5,250
+69% +$349K 1.01% 22
2021
Q4 		$538K Buy
+7,564
New +$530K 0.6% 47

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

Pitti Group Wealth Management's IMCB Position: Q2 2026 in Review

Pitti Group Wealth Management increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 1.1% in Q2 2026, buying an estimated $18.4K and bringing the position to 17,876 shares worth $1.73M. The position accounts for 1.26% of the portfolio, ranked #23.

Pitti Group Wealth Management first reported a position in IMCB in Q4 2021 and has held it in 19 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Pitti Group Wealth Management held 17,876 shares of iShares Morningstar Mid-Cap ETF worth $1.73M as of Q2 2026.
  • Pitti Group Wealth Management bought 202 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $18.4K.
  • iShares Morningstar Mid-Cap ETF made up 1.26% of Pitti Group Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Pitti Group Wealth Management first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Pitti Group Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.