Sowell Financial Services’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Sowell Financial Services’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	$2.93M	Sell	30,300 -5,685	-16%	-$519K	0.1%	225
2026 Q1	$3M	Sell	35,985 -1,906	-5%	-$163K	0.11%	200
2025 Q4	$3.13M	Sell	37,891 -46	-0.1%	-$3.8K	0.12%	182
2025 Q3	$3.15M	Sell	37,937 -602	-2%	-$49.1K	0.12%	180
2025 Q2	$3.07M	Buy	+38,539	New	+$2.89M	0.13%	171
2022 Q1	–	Sell	-29,709	Closed	-$2.11M	–	328
2021 Q4	$2.11M	Buy	29,709 +6,748	+29%	+$473K	0.12%	182
2021 Q3	$1.53M	Buy	22,961 +8,839	+63%	+$600K	0.1%	223
2021 Q2	$947K	Sell	14,122 -12,690	-47%	-$835K	0.06%	315
2021 Q1	$439K	Buy	26,812 +26,392	+6,284%	+$1.61M	0.02%	694
2020 Q4	$25K	Hold	420	–	–	﹤0.01%	1639
2020 Q3	$21K	Hold	420	–	–	﹤0.01%	1540
2020 Q2	$19K	Hold	420	–	–	﹤0.01%	1480
2020 Q1	$16K	Hold	420	–	–	﹤0.01%	1457
2019 Q4	$22K	Hold	420	–	–	﹤0.01%	1400
2019 Q3	$21K	Buy	+420	New	+$20.5K	﹤0.01%	1262

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

Sowell Financial Services's IMCB Position: Q2 2026 in Review

Sowell Financial Services reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 16% in Q2 2026, selling an estimated $519K and leaving 30,300 shares worth $2.93M. The position accounts for 0.1% of the portfolio, ranked #225.

Sowell Financial Services first reported a position in IMCB in Q3 2019 and has held it in 15 quarters since. The position peaked at $3.15M in Q3 2025. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Sowell Financial Services held 30,300 shares of iShares Morningstar Mid-Cap ETF worth $2.93M as of Q2 2026.
Sowell Financial Services sold 5,685 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $519K.
iShares Morningstar Mid-Cap ETF made up 0.1% of Sowell Financial Services's portfolio in Q2 2026, its #225 holding.
Sowell Financial Services first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2019 and has held it in 15 quarters since.
Sowell Financial Services's iShares Morningstar Mid-Cap ETF position peaked at $3.15M in Q3 2025.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.