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 Q2	$214K	Sell	2,216 -292	-12%	-$26.7K	﹤0.01%	1704
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 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

Savant Capital's IMCB Position: Q2 2026 in Review

Savant Capital reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 12% in Q2 2026, selling an estimated $26.7K and leaving 2,216 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1704.

Savant Capital first reported a position in IMCB in Q3 2024 and has held it in 8 quarters since. The position peaked at $867K in Q3 2024. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Savant Capital held 2,216 shares of iShares Morningstar Mid-Cap ETF worth $214K as of Q2 2026.
Savant Capital sold 292 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $26.7K.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1704 holding.
Savant Capital first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Savant Capital's iShares Morningstar Mid-Cap ETF position peaked at $867K in Q3 2024.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.