SNS Financial Group’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

SNS Financial Group’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	$728K	Buy	+7,536	New	+$688K	0.01%	328

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

LPL Financial San Diego, California $445B AUM 25.58% 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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

SCM

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

SNS Financial Group's IMCB Position: Q2 2026 in Review

SNS Financial Group opened a new position in iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2026: 7,536 shares worth $728K. The stake represents 0.01% of the portfolio and ranks #328 among its holdings.

172 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

SNS Financial Group held 7,536 shares of iShares Morningstar Mid-Cap ETF worth $728K as of Q2 2026.
iShares Morningstar Mid-Cap ETF was a new SNS Financial Group position in Q2 2026.
iShares Morningstar Mid-Cap ETF made up 0.01% of SNS Financial Group's portfolio in Q2 2026, its #328 holding.
172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.