S.A. Mason
IMCB icon

S.A. Mason’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

S.A. Mason’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 		$1.06M Buy
11,266
+3
+0% +$293 0.31% 74
2026
Q2 		$1.09M Sell
11,263
-235
-2% -$21.5K 0.33% 72
2026
Q1 		$959K Sell
11,498
-170
-1% -$14.6K 0.36% 71
2025
Q4 		$965K Sell
11,668
-375
-3% -$31K 0.38% 70
2025
Q3 		$1M Buy
12,043
+113
+0.9% +$9.22K 0.44% 58
2025
Q2 		$950K Buy
11,930
+59
+0.5% +$4.42K 0.46% 55
2025
Q1 		$879K Buy
11,871
+113
+1% +$8.71K 0.46% 57
2024
Q4 		$895K Buy
11,758
+34
+0.3% +$2.66K 0.47% 56
2024
Q3 		$891K Buy
11,724
+144
+1% +$10.5K 0.47% 53
2024
Q2 		$812K Buy
11,580
+310
+3% +$21.8K 0.46% 57
2024
Q1 		$821K Buy
11,270
+515
+5% +$35.3K 0.49% 52
2023
Q4 		$722K Buy
10,755
+280
+3% +$17.2K 0.48% 52
2023
Q3 		$626K Sell
10,475
-1,290
-11% -$81.3K 0.45% 59
2023
Q2 		$713K Hold
11,765
– – 0.52% 54
2023
Q1 		$713K Sell
11,765
-796
-6% -$48.9K 0.52% 54
2022
Q4 		$737K Sell
12,561
-1,257
-9% -$73.5K 0.56% 48
2022
Q3 		$745K Sell
13,818
-1,232
-8% -$73.6K 0.59% 44
2022
Q2 		$848K Buy
15,050
+243
+2% +$15K 0.62% 42
2022
Q1 		$997K Buy
14,807
+452
+3% +$30.1K 0.62% 40
2021
Q4 		$1.02M Buy
14,355
+773
+6% +$54.2K 0.61% 42
2021
Q3 		$904K Buy
13,582
+949
+8% +$64.4K 0.6% 42
2021
Q2 		$847K Buy
12,633
+1,809
+17% +$119K 0.58% 43
2021
Q1 		$680K Buy
10,824
+3,460
+47% +$211K 0.51% 55
2020
Q4 		$431K Buy
7,364
+1,780
+32% +$97.4K 0.36% 77
2020
Q3 		$280K Buy
5,584
+368
+7% +$18.2K 0.27% 102
2020
Q2 		$240K Buy
5,216
+2,308
+79% +$100K 0.25% 107
2020
Q1 		$111K Buy
2,908
+2,880
+10,286% +$140K 0.13% 151
2019
Q4 		$1K Buy
+28
New +$1.42K ﹤0.01% 444

Other funds holding IMCB

Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
Fortitude Financial
Fortitude Financial Spokane, Washington $213M AUM 18.2% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

S.A. Mason's IMCB Position: Q3 2026 in Review

S.A. Mason increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 0.03% in Q3 2026, buying an estimated $293 and bringing the position to 11,266 shares worth $1.06M. The position accounts for 0.31% of the portfolio, ranked #74.

S.A. Mason first reported a position in IMCB in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.09M in Q2 2026. 37 funds tracked by Wall St. Rank hold IMCB as of Q3 2026.

  • S.A. Mason held 11,266 shares of iShares Morningstar Mid-Cap ETF worth $1.06M as of Q3 2026.
  • S.A. Mason bought 3 iShares Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $293.
  • iShares Morningstar Mid-Cap ETF made up 0.31% of S.A. Mason's portfolio in Q3 2026, its #74 holding.
  • S.A. Mason first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2019 and has held it in 28 quarters since.
  • S.A. Mason's iShares Morningstar Mid-Cap ETF position peaked at $1.09M in Q2 2026.
  • 37 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.