Salomon & Ludwin’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Salomon & Ludwin’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	$22K	Sell	228 -11	-5%	-$1K	﹤0.01%	1076
2026 Q1	$20.2K	Hold	239	–	–	﹤0.01%	1080
2025 Q4	$20.2K	Sell	239 -2	-0.8%	-$165	﹤0.01%	891
2025 Q3	$20.1K	Hold	241	–	–	﹤0.01%	805
2025 Q2	$19.4K	Hold	241	–	–	﹤0.01%	387
2025 Q1	$17.9K	Hold	241	–	–	﹤0.01%	379
2024 Q4	$18.4K	Sell	241 -12	-5%	-$939	﹤0.01%	368
2024 Q3	$19.2K	Hold	253	–	–	﹤0.01%	374
2024 Q2	$17.7K	Sell	253 -15	-6%	-$1.06K	﹤0.01%	382
2024 Q1	$19.5K	Hold	268	–	–	﹤0.01%	474
2023 Q4	$16K	Hold	268	–	–	﹤0.01%	440
2023 Q3	$16K	Buy	+268	New	+$16.9K	﹤0.01%	439

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

Salomon & Ludwin's IMCB Position: Q2 2026 in Review

Salomon & Ludwin reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 4.6% in Q2 2026, selling an estimated $1K and leaving 228 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Salomon & Ludwin first reported a position in IMCB in Q3 2023 and has held it in 12 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Salomon & Ludwin held 228 shares of iShares Morningstar Mid-Cap ETF worth $22K as of Q2 2026.
Salomon & Ludwin sold 11 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1K.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1076 holding.
Salomon & Ludwin first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.