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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
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MIC
Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $598M AUM 18% 1-Year Est. Return