RWM
IMCB icon

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

Ritholtz Wealth Management’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 		$737K Sell
7,637
-1,587
-17% -$145K 0.01% 713
2026
Q1 		$770K Buy
+9,224
New +$790K 0.01% 636

Other funds holding IMCB

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
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

Ritholtz Wealth Management's IMCB Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 17% in Q2 2026, selling an estimated $145K and leaving 7,637 shares worth $737K. The position accounts for 0.01% of the portfolio, ranked #713.

Ritholtz Wealth Management first reported a position in IMCB in Q1 2026 and has held it in 2 quarters since. The position peaked at $770K in Q1 2026. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Ritholtz Wealth Management held 7,637 shares of iShares Morningstar Mid-Cap ETF worth $737K as of Q2 2026.
  • Ritholtz Wealth Management sold 1,587 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $145K.
  • iShares Morningstar Mid-Cap ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #713 holding.
  • Ritholtz Wealth Management first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • Ritholtz Wealth Management's iShares Morningstar Mid-Cap ETF position peaked at $770K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

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