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

Robertson Stephens 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 Q3	$336K	Hold	3,560	–	–	0.01%	504
2026 Q2	$344K	Hold	3,560	–	–	0.01%	497
2026 Q1	$297K	Hold	3,560	–	–	0.01%	517
2025 Q4	$295K	Hold	3,560	–	–	0.01%	523
2025 Q3	$296K	Hold	3,560	–	–	0.01%	450
2025 Q2	$284K	Hold	3,560	–	–	0.01%	467
2025 Q1	$264K	Hold	3,560	–	–	0.01%	474
2024 Q4	$271K	Hold	3,560	–	–	0.01%	487
2024 Q3	$271K	Hold	3,560	–	–	0.01%	540
2024 Q2	$250K	Hold	3,560	–	–	0.01%	446
2024 Q1	$259K	Hold	3,560	–	–	0.01%	447
2023 Q4	$239K	Hold	3,560	–	–	0.01%	417
2023 Q3	$214K	Hold	3,560	–	–	0.01%	421
2023 Q2	$225K	Hold	3,560	–	–	0.02%	391
2023 Q1	$216K	Hold	3,560	–	–	0.02%	414
2022 Q4	$209K	Buy	+3,560	New	+$208K	0.02%	389
2022 Q3	–	Sell	-3,560	Closed	-$200K	–	377
2022 Q2	$200K	Hold	3,560	–	–	0.02%	359
2022 Q1	$239K	Hold	3,560	–	–	0.02%	354
2021 Q4	$253K	Hold	3,560	–	–	0.02%	344
2021 Q3	$236K	Hold	3,560	–	–	0.03%	285
2021 Q2	$238K	Hold	3,560	–	–	0.03%	298
2021 Q1	$223K	Hold	3,560	–	–	0.04%	274
2020 Q4	$208K	Buy	+3,560	New	+$195K	0.04%	240
2020 Q1	–	Sell	-3,912	Closed	-$204K	–	185
2019 Q4	$204K	Sell	3,912 -5,700	-59%	-$289K	0.1%	102
2019 Q3	$475K	Hold	9,612	–	–	0.24%	78
2019 Q2	$466K	Hold	9,612	–	–	0.45%	40
2019 Q1	$452K	Sell	9,612 -1,080	-10%	-$48.8K	0.39%	41
2018 Q4	$432K	Buy	+10,692	New	+$469K	0.43%	36

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

NWA

Northwest Wealth Advisors Bellingham, Washington $202M AUM 16.44% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Fortitude Financial Spokane, Washington $213M AUM 18.2% 1-Year Est. Return

Robertson Stephens Wealth Management's IMCB Position: Q3 2026 in Review

Robertson Stephens Wealth Management held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q3 2026 at 3,560 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #504.

Robertson Stephens Wealth Management first reported a position in IMCB in Q4 2018 and has held it in 28 quarters since. The position peaked at $475K in Q3 2019. 123 funds tracked by Wall St. Rank hold IMCB as of Q3 2026.

Robertson Stephens Wealth Management held 3,560 shares of iShares Morningstar Mid-Cap ETF worth $336K as of Q3 2026.
Robertson Stephens Wealth Management left its iShares Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
iShares Morningstar Mid-Cap ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #504 holding.
Robertson Stephens Wealth Management first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2018 and has held it in 28 quarters since.
Robertson Stephens Wealth Management's iShares Morningstar Mid-Cap ETF position peaked at $475K in Q3 2019.
123 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.