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

Summit 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 		$4.12M Buy
49,360
+4,482
+10% +$384K 0.05% 364
2025
Q4 		$3.71M Buy
44,878
+3,959
+10% +$327K 0.05% 330
2025
Q3 		$3.4M Buy
+40,919
New +$3.34M 0.05% 344

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

Summit Financial's IMCB Position: Q1 2026 in Review

Summit Financial increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 10% in Q1 2026, buying an estimated $384K and bringing the position to 49,360 shares worth $4.12M. The position accounts for 0.05% of the portfolio, ranked #364.

Summit Financial first reported a position in IMCB in Q3 2025 and has held it in 3 quarters since. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

  • Summit Financial held 49,360 shares of iShares Morningstar Mid-Cap ETF worth $4.12M as of Q1 2026.
  • Summit Financial bought 4,482 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $384K.
  • iShares Morningstar Mid-Cap ETF made up 0.05% of Summit Financial's portfolio in Q1 2026, its #364 holding.
  • Summit Financial first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.