Raymond James Financial’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Raymond James Financial’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	$49.1M	Sell	508,246 -60,902	-11%	-$5.56M	0.01%	945
2026 Q1	$47.5M	Buy	569,148 +70,940	+14%	+$6.08M	0.01%	883
2025 Q4	$41.2M	Buy	498,208 +181,661	+57%	+$15M	0.01%	937
2025 Q3	$26.3M	Sell	316,547 -1,427	-0.4%	-$116K	0.01%	1229
2025 Q2	$25.3M	Sell	317,974 -3,690	-1%	-$276K	0.01%	1185
2025 Q1	$23.8M	Sell	321,664 -24,026	-7%	-$1.85M	0.01%	1174
2024 Q4	$26.3M	Buy	+345,690	New	+$27M	0.01%	1123

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial's IMCB Position: Q2 2026 in Review

Raymond James Financial reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 11% in Q2 2026, selling an estimated $5.56M and leaving 508,246 shares worth $49.1M. The position accounts for 0.01% of the portfolio, ranked #945.

Raymond James Financial first reported a position in IMCB in Q4 2024 and has held it in 7 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Raymond James Financial held 508,246 shares of iShares Morningstar Mid-Cap ETF worth $49.1M as of Q2 2026.
Raymond James Financial sold 60,902 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $5.56M.
iShares Morningstar Mid-Cap ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #945 holding.
Raymond James Financial first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.