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

SB Capital Management’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
2025 Q4	$559K	Buy	+6,756	New	+$558K	0.2%	67

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

SB Capital Management's IMCB Position: Q4 2025 in Review

SB Capital Management opened a new position in iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2025: 6,756 shares worth $559K. The stake represents 0.2% of the portfolio and ranks #67 among its holdings.

202 funds tracked by Wall St. Rank hold IMCB as of Q4 2025.

SB Capital Management held 6,756 shares of iShares Morningstar Mid-Cap ETF worth $559K as of Q4 2025.
iShares Morningstar Mid-Cap ETF was a new SB Capital Management position in Q4 2025.
iShares Morningstar Mid-Cap ETF made up 0.2% of SB Capital Management's portfolio in Q4 2025, its #67 holding.
202 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2025.

Based on SB Capital Management's 13F filing for Q4 2025, filed 20 Feb 2026.