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 Q2	$18.7M	Buy	193,311 +1,769	+0.9%	+$162K	0.69%	31
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 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

Steele Capital Management's IMCB Position: Q2 2026 in Review

Steele Capital Management increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 0.92% in Q2 2026, buying an estimated $162K and bringing the position to 193,311 shares worth $18.7M. The position accounts for 0.69% of the portfolio, ranked #31.

Steele Capital Management first reported a position in IMCB in Q4 2023 and has held it in 11 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Steele Capital Management held 193,311 shares of iShares Morningstar Mid-Cap ETF worth $18.7M as of Q2 2026.
Steele Capital Management bought 1,769 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $162K.
iShares Morningstar Mid-Cap ETF made up 0.69% of Steele Capital Management's portfolio in Q2 2026, its #31 holding.
Steele Capital Management first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Steele Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.