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 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%	+$5.21K	﹤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 $94.2B AUM 21.24% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 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

SignatureFD's IMCB Position: Q1 2026 in Review

SignatureFD increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 0.29% in Q1 2026, buying an estimated $428 and bringing the position to 1,740 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

SignatureFD first reported a position in IMCB in Q4 2019 and has held it in 15 quarters since. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

SignatureFD held 1,740 shares of iShares Morningstar Mid-Cap ETF worth $145K as of Q1 2026.
SignatureFD bought 5 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $428.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of SignatureFD's portfolio in Q1 2026, its #1170 holding.
SignatureFD first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2019 and has held it in 15 quarters since.
192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.