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

Rede Wealth’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 		$1.31M Buy
15,702
+4,345
+38% +$372K 0.47% 24
2025
Q4 		$940K Buy
+11,357
New +$938K 0.33% 34
2025
Q3 		– Sell
-10,445
Closed -$832K – 145
2025
Q2 		$832K Buy
10,445
+303
+3% +$22.7K 0.3% 36
2025
Q1 		$751K Sell
10,142
-2,783
-22% -$214K 0.27% 38
2024
Q4 		$984K Sell
12,925
-2,961
-19% -$232K 0.38% 28
2024
Q3 		$1.21M Sell
15,886
-1,907
-11% -$138K 0.46% 22
2024
Q2 		$1.25M Buy
17,793
+452
+3% +$31.9K 1.15% 22
2024
Q1 		$1.26M Buy
17,341
+3,625
+26% +$248K 0.53% 23
2023
Q4 		$921K Buy
+13,716
New +$842K 0.44% 30

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

Rede Wealth's IMCB Position: Q1 2026 in Review

Rede Wealth increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 38% in Q1 2026, buying an estimated $372K and bringing the position to 15,702 shares worth $1.31M. The position accounts for 0.47% of the portfolio, ranked #24.

Rede Wealth first reported a position in IMCB in Q4 2023 and has held it in 9 quarters since. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

  • Rede Wealth held 15,702 shares of iShares Morningstar Mid-Cap ETF worth $1.31M as of Q1 2026.
  • Rede Wealth bought 4,345 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $372K.
  • iShares Morningstar Mid-Cap ETF made up 0.47% of Rede Wealth's portfolio in Q1 2026, its #24 holding.
  • Rede Wealth first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2023 and has held it in 9 quarters since.
  • 192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Rede Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.