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Proactive Wealth Strategies’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Proactive Wealth Strategies’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 		$801K Sell
8,297
-307
-4% -$28K 0.13% 119
2026
Q1 		$718K Buy
8,604
+4,314
+101% +$370K 0.13% 117
2025
Q4 		$355K Buy
4,290
+18
+0.4% +$1.49K 0.14% 112
2025
Q3 		$355K Buy
4,272
+16
+0.4% +$1.3K 0.15% 106
2025
Q2 		$339K Buy
4,256
+14
+0.3% +$1.05K 0.16% 104
2025
Q1 		$314K Sell
4,242
-16
-0.4% -$1.23K 0.17% 100
2024
Q4 		$324K Buy
4,258
+17
+0.4% +$1.33K 0.17% 99
2024
Q3 		$322K Buy
+4,241
New +$308K 0.18% 97

Other funds holding IMCB

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NWA
Northwest Wealth Advisors Bellingham, Washington $174M AUM
FF
Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Proactive Wealth Strategies's IMCB Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 3.6% in Q2 2026, selling an estimated $28K and leaving 8,297 shares worth $801K. The position accounts for 0.13% of the portfolio, ranked #119.

Proactive Wealth Strategies first reported a position in IMCB in Q3 2024 and has held it in 8 quarters since. 126 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Proactive Wealth Strategies held 8,297 shares of iShares Morningstar Mid-Cap ETF worth $801K as of Q2 2026.
  • Proactive Wealth Strategies sold 307 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $28K.
  • iShares Morningstar Mid-Cap ETF made up 0.13% of Proactive Wealth Strategies's portfolio in Q2 2026, its #119 holding.
  • Proactive Wealth Strategies first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 126 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.