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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
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
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

Private Wealth Asset Management's IMCB Position: Q1 2026 in Review

Private Wealth Asset Management held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q1 2026 at 1,245 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #326.

Private Wealth Asset Management first reported a position in IMCB in Q1 2025 and has held it in 5 quarters since. The position peaked at $121K in Q1 2025. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

  • Private Wealth Asset Management held 1,245 shares of iShares Morningstar Mid-Cap ETF worth $104K as of Q1 2026.
  • Private Wealth Asset Management left its iShares Morningstar Mid-Cap ETF share count unchanged in Q1 2026.
  • iShares Morningstar Mid-Cap ETF made up 0.01% of Private Wealth Asset Management's portfolio in Q1 2026, its #326 holding.
  • Private Wealth Asset Management first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's iShares Morningstar Mid-Cap ETF position peaked at $121K in Q1 2025.
  • 192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.