Private Wealth Asset Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Private Wealth Asset 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	$76.8K	Sell	795 -450	-36%	-$41.1K	0.01%	368
2026 Q1	$104K	Hold	1,245	–	–	0.01%	326
2025 Q4	$103K	Hold	1,245	–	–	0.01%	327
2025 Q3	$103K	Hold	1,245	–	–	0.01%	303
2025 Q2	$99.2K	Sell	1,245 -390	-24%	-$29.2K	0.01%	309
2025 Q1	$121K	Buy	+1,635	New	+$126K	0.02%	280

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

Private Wealth Asset Management's IMCB Position: Q2 2026 in Review

Private Wealth Asset Management reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 36% in Q2 2026, selling an estimated $41.1K and leaving 795 shares worth $76.8K. The position accounts for 0.01% of the portfolio, ranked #368.

Private Wealth Asset Management first reported a position in IMCB in Q1 2025 and has held it in 6 quarters since. The position peaked at $121K in Q1 2025. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Private Wealth Asset Management held 795 shares of iShares Morningstar Mid-Cap ETF worth $76.8K as of Q2 2026.
Private Wealth Asset Management sold 450 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $41.1K.
iShares Morningstar Mid-Cap ETF made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #368 holding.
Private Wealth Asset Management first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's iShares Morningstar Mid-Cap ETF position peaked at $121K in Q1 2025.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.