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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
Q2 		$5.19M Buy
53,774
+4,414
+9% +$403K 0.06% 337
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 $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
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

Summit Financial's IMCB Position: Q2 2026 in Review

Summit Financial increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 8.9% in Q2 2026, buying an estimated $403K and bringing the position to 53,774 shares worth $5.19M. The position accounts for 0.06% of the portfolio, ranked #337.

Summit Financial first reported a position in IMCB in Q3 2025 and has held it in 4 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Summit Financial held 53,774 shares of iShares Morningstar Mid-Cap ETF worth $5.19M as of Q2 2026.
  • Summit Financial bought 4,414 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $403K.
  • iShares Morningstar Mid-Cap ETF made up 0.06% of Summit Financial's portfolio in Q2 2026, its #337 holding.
  • Summit Financial first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.