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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
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
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

Plante Moran Financial Advisors's IMCB Position: Q1 2026 in Review

Plante Moran Financial Advisors held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q1 2026 at 1,675 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #194.

Plante Moran Financial Advisors first reported a position in IMCB in Q2 2019 and has held it in 21 quarters since. The position peaked at $495K in Q3 2021. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

  • Plante Moran Financial Advisors held 1,675 shares of iShares Morningstar Mid-Cap ETF worth $140K as of Q1 2026.
  • Plante Moran Financial Advisors left its iShares Morningstar Mid-Cap ETF share count unchanged in Q1 2026.
  • iShares Morningstar Mid-Cap ETF made up 0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #194 holding.
  • Plante Moran Financial Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2019 and has held it in 21 quarters since.
  • Plante Moran Financial Advisors's iShares Morningstar Mid-Cap ETF position peaked at $495K in Q3 2021.
  • 192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.