SC
IMCB icon

Steph & Co’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Steph & Co’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
-209
Closed -$17.4K – 301
2026
Q1 		$17.4K Buy
+209
New +$17.9K 0.01% 256

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
FF
Fortitude Financial Spokane, Washington $111M AUM 16.12% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
LCM
Liberty Capital Management Birmingham, Michigan $582M AUM
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

Steph & Co's IMCB Position: Q2 2026 in Review

Steph & Co sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2026, closing a stake of 209 shares — an estimated $17.4K sold.

Steph & Co first reported a position in IMCB in Q1 2026 and held it in 1 quarter. The position peaked at $17.4K in Q1 2026. 20 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Steph & Co reported no remaining iShares Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Steph & Co sold 209 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $17.4K.
  • Steph & Co first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2026 and held it in 1 quarter.
  • Steph & Co's iShares Morningstar Mid-Cap ETF position peaked at $17.4K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.