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 Q2	$1.16M	Sell	12,051 -3,651	-23%	-$333K	0.39%	25
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 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Rede Wealth's IMCB Position: Q2 2026 in Review

Rede Wealth reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 23% in Q2 2026, selling an estimated $333K and leaving 12,051 shares worth $1.16M. The position accounts for 0.39% of the portfolio, ranked #25.

Rede Wealth first reported a position in IMCB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.31M in Q1 2026. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Rede Wealth held 12,051 shares of iShares Morningstar Mid-Cap ETF worth $1.16M as of Q2 2026.
Rede Wealth sold 3,651 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $333K.
iShares Morningstar Mid-Cap ETF made up 0.39% of Rede Wealth's portfolio in Q2 2026, its #25 holding.
Rede Wealth first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Rede Wealth's iShares Morningstar Mid-Cap ETF position peaked at $1.31M in Q1 2026.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Rede Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.