Raymond James Financial
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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
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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial's IMCB Position: Q1 2026 in Review

Raymond James Financial increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 14% in Q1 2026, buying an estimated $6.08M and bringing the position to 569,148 shares worth $47.5M. The position accounts for 0.01% of the portfolio, ranked #883.

Raymond James Financial first reported a position in IMCB in Q4 2024 and has held it in 6 quarters since. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

  • Raymond James Financial held 569,148 shares of iShares Morningstar Mid-Cap ETF worth $47.5M as of Q1 2026.
  • Raymond James Financial bought 70,940 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $6.08M.
  • iShares Morningstar Mid-Cap ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #883 holding.
  • Raymond James Financial first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.