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

SignatureFD’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 Q3	$168K	Buy	1,781 +26	+1%	+$2.54K	﹤0.01%	1272
2026 Q2	$169K	Buy	1,755 +15	+0.9%	+$1.37K	﹤0.01%	1178
2026 Q1	$145K	Buy	1,740 +5	+0.3%	+$428	﹤0.01%	1170
2025 Q4	$144K	Buy	1,735 +113	+7%	+$9.33K	﹤0.01%	1141
2025 Q3	$135K	Buy	1,622 +26	+2%	+$2.12K	﹤0.01%	1142
2025 Q2	$127K	Buy	1,596 +28	+2%	+$2.1K	﹤0.01%	1128
2025 Q1	$116K	Buy	1,568 +99	+7%	+$7.63K	﹤0.01%	1131
2024 Q4	$112K	Buy	1,469 +16	+1%	+$1.25K	﹤0.01%	1177
2024 Q3	$110K	Buy	1,453 +157	+12%	+$11.4K	﹤0.01%	1166
2024 Q2	$90.9K	Buy	1,296 +74	+6%	+$5.22K	﹤0.01%	1214
2024 Q1	$89K	Buy	1,222 +107	+10%	+$7.33K	﹤0.01%	1252
2023 Q4	$74.9K	Buy	1,115 +40	+4%	+$2.46K	﹤0.01%	1265
2023 Q3	$64.2K	Hold	1,075	–	–	﹤0.01%	1271
2023 Q2	$68K	Buy	1,075 +3	+0.3%	+$181	﹤0.01%	1260
2023 Q1	$65K	Buy	+1,072	New	+$65.8K	﹤0.01%	1253
2020 Q2	–	Sell	-1,628	Closed	-$62K	–	2573
2020 Q1	$62K	Hold	1,628	–	–	0.01%	812
2019 Q4	$85K	Buy	+1,628	New	+$82.6K	0.01%	765

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

NWA

Northwest Wealth Advisors Bellingham, Washington $202M AUM 16.44% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Fortitude Financial Spokane, Washington $213M AUM 18.2% 1-Year Est. Return

SignatureFD's IMCB Position: Q3 2026 in Review

SignatureFD increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 1.5% in Q3 2026, buying an estimated $2.54K and bringing the position to 1,781 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

SignatureFD first reported a position in IMCB in Q4 2019 and has held it in 17 quarters since. The position peaked at $169K in Q2 2026. 123 funds tracked by Wall St. Rank hold IMCB as of Q3 2026.

SignatureFD held 1,781 shares of iShares Morningstar Mid-Cap ETF worth $168K as of Q3 2026.
SignatureFD bought 26 iShares Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $2.54K.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #1272 holding.
SignatureFD first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2019 and has held it in 17 quarters since.
SignatureFD's iShares Morningstar Mid-Cap ETF position peaked at $169K in Q2 2026.
123 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.