Plante Moran Financial Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Plante Moran Financial Advisors’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	$162K	Hold	1,675	–	–	0.01%	187
2026 Q1	$140K	Hold	1,675	–	–	0.01%	194
2025 Q4	$139K	Hold	1,675	–	–	0.01%	199
2025 Q3	$139K	Hold	1,675	–	–	0.01%	201
2025 Q2	$133K	Hold	1,675	–	–	0.01%	199
2025 Q1	$124K	Hold	1,675	–	–	0.01%	218
2024 Q4	$128K	Sell	1,675 -1,658	-50%	-$130K	0.01%	224
2024 Q3	$253K	Buy	3,333 +446	+15%	+$32.4K	0.02%	152
2024 Q2	$202K	Buy	2,887 +3	+0.1%	+$211	0.02%	174
2024 Q1	$210K	Buy	2,884 +3	+0.1%	+$206	0.02%	170
2023 Q4	$193K	Buy	2,881 +12	+0.4%	+$737	0.02%	172
2023 Q3	$171K	Hold	2,869	–	–	0.02%	162
2023 Q2	$182K	Buy	2,869 +3	+0.1%	+$181	0.02%	169
2023 Q1	$174K	Buy	2,866 +4	+0.1%	+$246	0.02%	161
2022 Q4	$168K	Buy	2,862 +1,683	+143%	+$98.4K	0.02%	169
2022 Q3	$64K	Buy	1,179 +5	+0.4%	+$299	0.01%	276
2022 Q2	$66K	Buy	1,174 +3	+0.3%	+$185	0.01%	279
2022 Q1	$79K	Buy	+1,171	New	+$77.9K	0.01%	261
2021 Q4	–	Sell	-7,441	Closed	-$495K	–	1053
2021 Q3	$495K	Buy	+7,441	New	+$505K	0.11%	86
2020 Q1	–	Sell	-328	Closed	-$17K	–	782
2019 Q4	$17K	Hold	328	–	–	0.01%	485
2019 Q3	$16K	Hold	328	–	–	﹤0.01%	531
2019 Q2	$16K	Buy	+328	New	+$15.7K	﹤0.01%	503

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

ACA

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

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

SFG

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

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Plante Moran Financial Advisors's IMCB Position: Q2 2026 in Review

Plante Moran Financial Advisors held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q2 2026 at 1,675 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #187.

Plante Moran Financial Advisors first reported a position in IMCB in Q2 2019 and has held it in 22 quarters since. The position peaked at $495K in Q3 2021. 201 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Plante Moran Financial Advisors held 1,675 shares of iShares Morningstar Mid-Cap ETF worth $162K as of Q2 2026.
Plante Moran Financial Advisors left its iShares Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap ETF made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #187 holding.
Plante Moran Financial Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2019 and has held it in 22 quarters since.
Plante Moran Financial Advisors's iShares Morningstar Mid-Cap ETF position peaked at $495K in Q3 2021.
201 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.