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Savant Capital’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Savant Capital’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 		$209K Sell
2,508
-1,824
-42% -$156K ﹤0.01% 1381
2025
Q4 		$358K Sell
4,332
-275
-6% -$22.7K ﹤0.01% 974
2025
Q3 		$383K Sell
4,607
-677
-13% -$55.2K ﹤0.01% 909
2025
Q2 		$421K Hold
5,284
– – ﹤0.01% 820
2025
Q1 		$391K Sell
5,284
-824
-13% -$63.5K ﹤0.01% 743
2024
Q4 		$465K Sell
6,108
-5,296
-46% -$414K ﹤0.01% 914
2024
Q3 		$867K Buy
+11,404
New +$828K 0.01% 691

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 $666B 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 $377B 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 $12.7B AUM 17.41% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

Savant Capital's IMCB Position: Q1 2026 in Review

Savant Capital reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 42% in Q1 2026, selling an estimated $156K and leaving 2,508 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Savant Capital first reported a position in IMCB in Q3 2024 and has held it in 7 quarters since. The position peaked at $867K in Q3 2024. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

  • Savant Capital held 2,508 shares of iShares Morningstar Mid-Cap ETF worth $209K as of Q1 2026.
  • Savant Capital sold 1,824 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $156K.
  • iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Savant Capital's portfolio in Q1 2026, its #1381 holding.
  • Savant Capital first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • Savant Capital's iShares Morningstar Mid-Cap ETF position peaked at $867K in Q3 2024.
  • 192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.