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Steele Capital Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Steele Capital Management’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 		$16M Buy
191,542
+2,352
+1% +$201K 0.66% 34
2025
Q4 		$15.7M Buy
189,190
+2,190
+1% +$181K 0.67% 33
2025
Q3 		$15.5M Buy
187,000
+9,783
+6% +$798K 0.69% 33
2025
Q2 		$14.1M Buy
177,217
+2,430
+1% +$182K 0.68% 33
2025
Q1 		$12.9M Buy
174,787
+585
+0.3% +$45.1K 0.67% 31
2024
Q4 		$13.3M Sell
174,202
-605
-0.3% -$47.3K 0.69% 32
2024
Q3 		$13.3M Buy
174,807
+19,922
+13% +$1.45M 0.7% 31
2024
Q2 		$10.9M Sell
154,885
-865
-0.6% -$61K 0.61% 33
2024
Q1 		$11.3M Sell
155,750
-3,025
-2% -$207K 0.65% 32
2023
Q4 		$10.7M Buy
+158,775
New +$9.75M 0.69% 29

Other funds holding IMCB

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $598M AUM 18% 1-Year Est. Return