PPS&V Asset Management Consultants’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

PPS&V Asset Management Consultants’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	$318K	Sell	3,292 -108	-3%	-$9.86K	0.17%	31
2026 Q1	$284K	Sell	3,400 -451	-12%	-$38.6K	0.17%	35
2025 Q4	$319K	Hold	3,851	–	–	0.18%	31
2025 Q3	$320K	Hold	3,851	–	–	0.18%	31
2025 Q2	$307K	Hold	3,851	–	–	0.19%	32
2025 Q1	$285K	Hold	3,851	–	–	0.21%	33
2024 Q4	$293K	Hold	3,851	–	–	0.2%	34
2024 Q3	$293K	Sell	3,851 -1,000	-21%	-$72.6K	0.2%	34
2024 Q2	$340K	Hold	4,851	–	–	0.24%	30
2024 Q1	$353K	Sell	4,851 -6,392	-57%	-$438K	0.26%	30
2023 Q4	$755K	Hold	11,243	–	–	0.58%	18
2023 Q3	$672K	Buy	11,243 +1	+0%	+$63	0.58%	18
2023 Q2	$712K	Sell	11,242 -1	-0%	-$60	0.58%	18
2023 Q1	$682K	Hold	11,243	–	–	0.59%	16
2022 Q4	$660K	Buy	+11,243	New	+$658K	0.63%	17

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 $617M AUM 18% 1-Year Est. Return

CFD

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

PPS&V Asset Management Consultants's IMCB Position: Q2 2026 in Review

PPS&V Asset Management Consultants reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 3.2% in Q2 2026, selling an estimated $9.86K and leaving 3,292 shares worth $318K. The position accounts for 0.17% of the portfolio, ranked #31.

PPS&V Asset Management Consultants first reported a position in IMCB in Q4 2022 and has held it in 15 quarters since. The position peaked at $755K in Q4 2023. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

PPS&V Asset Management Consultants held 3,292 shares of iShares Morningstar Mid-Cap ETF worth $318K as of Q2 2026.
PPS&V Asset Management Consultants sold 108 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $9.86K.
iShares Morningstar Mid-Cap ETF made up 0.17% of PPS&V Asset Management Consultants's portfolio in Q2 2026, its #31 holding.
PPS&V Asset Management Consultants first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
PPS&V Asset Management Consultants's iShares Morningstar Mid-Cap ETF position peaked at $755K in Q4 2023.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on PPS&V Asset Management Consultants's 13F filing for Q2 2026, filed 6 Jul 2026.