Schneider Downs Wealth Management Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Schneider Downs Wealth Management Advisors’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	$343K	Hold	3,553	–	–	0.03%	127
2026 Q1	$296K	Hold	3,553	–	–	0.03%	126
2025 Q4	$294K	Sell	3,553 -500	-12%	-$41.3K	0.03%	127
2025 Q3	$337K	Hold	4,053	–	–	0.04%	113
2025 Q2	$323K	Buy	+4,053	New	+$304K	0.05%	112

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

Schneider Downs Wealth Management Advisors's IMCB Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q2 2026 at 3,553 shares worth $343K. The position accounts for 0.03% of the portfolio, ranked #127.

Schneider Downs Wealth Management Advisors first reported a position in IMCB in Q2 2025 and has held it in 5 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Schneider Downs Wealth Management Advisors held 3,553 shares of iShares Morningstar Mid-Cap ETF worth $343K as of Q2 2026.
Schneider Downs Wealth Management Advisors left its iShares Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap ETF made up 0.03% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #127 holding.
Schneider Downs Wealth Management Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.