Steward Partners Investment Advisory’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Steward Partners Investment Advisory’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	$423K	Buy	4,381 +81	+2%	+$7.4K	﹤0.01%	1795
2026 Q1	$359K	Buy	4,300 +2,382	+124%	+$204K	﹤0.01%	1702
2025 Q4	$159K	Buy	1,918 +29	+2%	+$2.4K	﹤0.01%	2048
2025 Q3	$157K	Sell	1,889 -274	-13%	-$22.4K	﹤0.01%	1985
2025 Q2	$172K	Buy	2,163 +18	+0.8%	+$1.35K	﹤0.01%	1831
2025 Q1	$159K	Buy	2,145 +489	+30%	+$37.7K	﹤0.01%	1759
2024 Q4	$126K	Hold	1,656	–	–	﹤0.01%	1861
2024 Q3	$126K	Buy	1,656 +31	+2%	+$2.25K	﹤0.01%	1765
2024 Q2	$114K	Buy	1,625 +264	+19%	+$18.6K	﹤0.01%	1717
2024 Q1	$99.1K	Buy	1,361 +11	+0.8%	+$754	﹤0.01%	1768
2023 Q4	$90.6K	Hold	1,350	–	–	﹤0.01%	1739
2023 Q3	$80.6K	Hold	1,350	–	–	﹤0.01%	1680
2023 Q2	$85.4K	Hold	1,350	–	–	﹤0.01%	1661
2023 Q1	$81.9K	Hold	1,350	–	–	﹤0.01%	1663
2022 Q4	$79.2K	Hold	1,350	–	–	﹤0.01%	1644
2022 Q3	$73K	Buy	1,350 +950	+238%	+$56.7K	﹤0.01%	1614
2022 Q2	$23K	Hold	400	–	–	﹤0.01%	2158
2022 Q1	$27K	Hold	400	–	–	﹤0.01%	2225
2021 Q4	$28K	Hold	400	–	–	﹤0.01%	2180
2021 Q3	$27K	Buy	+400	New	+$27.1K	﹤0.01%	2190
2020 Q3	–	Sell	-28	Closed	-$1K	–	2793
2020 Q2	$1K	Hold	28	–	–	﹤0.01%	2576
2020 Q1	$1K	Hold	28	–	–	﹤0.01%	2384
2019 Q4	$1K	Hold	28	–	–	﹤0.01%	2518
2019 Q3	$1K	Hold	28	–	–	﹤0.01%	2530
2019 Q2	$1K	Buy	+28	New	+$1.34K	﹤0.01%	2533
2018 Q4	–	Sell	-28	Closed	-$1K	–	1423
2018 Q3	$1K	Hold	28	–	–	﹤0.01%	2498
2018 Q2	$1K	Hold	28	–	–	﹤0.01%	2352
2018 Q1	$1K	Hold	28	–	–	﹤0.01%	2139
2017 Q4	$1K	Hold	28	–	–	﹤0.01%	1786
2017 Q3	$1K	Hold	28	–	–	﹤0.01%	1596
2017 Q2	$1K	Hold	28	–	–	﹤0.01%	1526
2017 Q1	$1K	Buy	+28	New	+$1.15K	﹤0.01%	1412

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 $631M AUM 12.14% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Steward Partners Investment Advisory's IMCB Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 1.9% in Q2 2026, buying an estimated $7.4K and bringing the position to 4,381 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

Steward Partners Investment Advisory first reported a position in IMCB in Q1 2017 and has held it in 32 quarters since. 201 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Steward Partners Investment Advisory held 4,381 shares of iShares Morningstar Mid-Cap ETF worth $423K as of Q2 2026.
Steward Partners Investment Advisory bought 81 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $7.4K.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1795 holding.
Steward Partners Investment Advisory first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2017 and has held it in 32 quarters since.
201 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.