Stifel Financial
IMCB icon

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

Stifel Financial’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 		$6.06M Sell
72,642
-1,315
-2% -$113K 0.01% 1237
2025
Q4 		$6.12M Buy
73,957
+339
+0.5% +$28K 0.01% 1216
2025
Q3 		$6.11M Sell
73,618
-899
-1% -$73.3K 0.01% 1191
2025
Q2 		$5.94M Sell
74,517
-830
-1% -$62.2K 0.01% 1157
2025
Q1 		$5.58M Buy
75,347
+29
+0% +$2.23K 0.01% 1131
2024
Q4 		$5.74M Buy
75,318
+1,327
+2% +$104K 0.01% 1136
2024
Q3 		$5.62M Buy
73,991
+28
+0% +$2.03K 0.01% 1144
2024
Q2 		$5.18M Sell
73,963
-1,273
-2% -$89.7K 0.01% 1108
2024
Q1 		$5.48M Sell
75,236
-281
-0.4% -$19.3K 0.01% 1092
2023
Q4 		$5.07M Sell
75,517
-2,122
-3% -$130K 0.01% 1089
2023
Q3 		$4.64M Sell
77,639
-149
-0.2% -$9.39K 0.01% 1069
2023
Q2 		$4.92M Buy
77,788
+67,845
+682% +$4.09M 0.01% 1050
2023
Q1 		$603K Buy
9,943
+34
+0.3% +$2.09K ﹤0.01% 2411
2022
Q4 		$581K Buy
9,909
+43
+0.4% +$2.52K ﹤0.01% 2388
2022
Q3 		$532K Buy
9,866
+67
+0.7% +$4K ﹤0.01% 2393
2022
Q2 		$552K Sell
9,799
-144
-1% -$8.89K ﹤0.01% 2406
2022
Q1 		$669K Buy
9,943
+50
+0.5% +$3.33K ﹤0.01% 2407
2021
Q4 		$703K Buy
9,893
+42
+0.4% +$2.94K ﹤0.01% 2385
2021
Q3 		$655K Sell
9,851
-500
-5% -$33.9K ﹤0.01% 2421
2021
Q2 		$694K Sell
10,351
-317
-3% -$20.8K ﹤0.01% 2376
2021
Q1 		$671K Sell
10,668
-2,580
-19% -$158K ﹤0.01% 2287
2020
Q4 		$776K Buy
13,248
+2,624
+25% +$144K ﹤0.01% 2031
2020
Q3 		$532K Buy
10,624
+52
+0.5% +$2.57K ﹤0.01% 2051
2020
Q2 		$488K Buy
10,572
+104
+1% +$4.52K ﹤0.01% 2057
2020
Q1 		$401K Sell
10,468
-10,920
-51% -$529K ﹤0.01% 2004
2019
Q4 		$1.12M Buy
21,388
+8,644
+68% +$439K ﹤0.01% 1740
2019
Q3 		$630K Sell
12,744
-552
-4% -$26.9K ﹤0.01% 2035
2019
Q2 		$650K Sell
13,296
-404
-3% -$19.3K ﹤0.01% 2057
2019
Q1 		$641K Buy
13,700
+4,316
+46% +$195K ﹤0.01% 1924
2018
Q4 		$375K Buy
9,384
+120
+1% +$5.26K ﹤0.01% 2112
2018
Q3 		$439K Sell
9,264
-56
-0.6% -$2.66K ﹤0.01% 2157
2018
Q2 		$424K Sell
9,320
-136
-1% -$6.23K ﹤0.01% 2104
2018
Q1 		$426K Sell
9,456
-492
-5% -$22.9K ﹤0.01% 2062
2017
Q4 		$453K Sell
9,948
-4
-0% -$180 ﹤0.01% 1967
2017
Q3 		$433K Buy
9,952
+1,388
+16% +$59.2K ﹤0.01% 1970
2017
Q2 		$365K Buy
8,564
+8
+0.1% +$337 ﹤0.01% 2037
2017
Q1 		$349K Sell
8,556
-92
-1% -$3.78K ﹤0.01% 2012
2016
Q4 		$343K Sell
8,648
-224
-3% -$8.64K ﹤0.01% 1967
2016
Q3 		$346K Sell
8,872
-604
-6% -$23.3K ﹤0.01% 1918
2016
Q2 		$354K Buy
9,476
+664
+8% +$24.4K ﹤0.01% 1957
2016
Q1 		$320K Buy
+8,812
New +$299K ﹤0.01% 1791

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 $666B 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 $377B 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 $12.7B AUM 17.41% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

Stifel Financial's IMCB Position: Q1 2026 in Review

Stifel Financial reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 1.8% in Q1 2026, selling an estimated $113K and leaving 72,642 shares worth $6.06M. The position accounts for 0.01% of the portfolio, ranked #1237.

Stifel Financial first reported a position in IMCB in Q1 2016 and has held it in 41 quarters since. The position peaked at $6.12M in Q4 2025. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

  • Stifel Financial held 72,642 shares of iShares Morningstar Mid-Cap ETF worth $6.06M as of Q1 2026.
  • Stifel Financial sold 1,315 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $113K.
  • iShares Morningstar Mid-Cap ETF made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #1237 holding.
  • Stifel Financial first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2016 and has held it in 41 quarters since.
  • Stifel Financial's iShares Morningstar Mid-Cap ETF position peaked at $6.12M in Q4 2025.
  • 192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.