Sound Income Strategies’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Sound Income Strategies’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	–	Sell	-280	Closed	-$23.5K	–	1392
2026 Q1	$23.5K	Hold	280	–	–	﹤0.01%	1113
2025 Q4	$24.1K	Hold	280	–	–	﹤0.01%	1079
2025 Q3	$23.2K	Hold	280	–	–	﹤0.01%	771
2025 Q2	$22.3K	Hold	280	–	–	﹤0.01%	728
2025 Q1	$20.7K	Hold	280	–	–	﹤0.01%	714
2024 Q4	$21.3K	Hold	280	–	–	﹤0.01%	668
2024 Q3	$21.3K	Hold	280	–	–	﹤0.01%	626
2024 Q2	$19.6K	Hold	280	–	–	﹤0.01%	633
2024 Q1	$20.4K	Hold	280	–	–	﹤0.01%	590
2023 Q4	$18.8K	Hold	280	–	–	﹤0.01%	602
2023 Q3	$16.7K	Hold	280	–	–	﹤0.01%	482
2023 Q2	$17.7K	Hold	280	–	–	﹤0.01%	453
2023 Q1	$17K	Hold	280	–	–	﹤0.01%	445
2022 Q4	$16.4K	Hold	280	–	–	﹤0.01%	424
2022 Q3	$15K	Hold	280	–	–	﹤0.01%	401
2022 Q2	$16K	Hold	280	–	–	﹤0.01%	383
2022 Q1	$19K	Hold	280	–	–	﹤0.01%	364
2021 Q4	$20K	Hold	280	–	–	﹤0.01%	364
2021 Q3	$19K	Hold	280	–	–	﹤0.01%	352
2021 Q2	$19K	Buy	+280	New	+$18.4K	﹤0.01%	354

Other funds holding IMCB

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

MTC

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

NWA

Northwest Wealth Advisors Bellingham, Washington $174M AUM

Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Sound Income Strategies's IMCB Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2026, closing a stake of 280 shares — an estimated $23.5K sold.

Sound Income Strategies first reported a position in IMCB in Q2 2021 and held it in 20 quarters. The position peaked at $24.1K in Q4 2025. 57 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Sound Income Strategies reported no remaining iShares Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 280 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $23.5K.
Sound Income Strategies first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2021 and held it in 20 quarters.
Sound Income Strategies's iShares Morningstar Mid-Cap ETF position peaked at $24.1K in Q4 2025.
57 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.