Summit Wealth Group (Colorado)’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Summit Wealth Group (Colorado)’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	$369K	Hold	3,825	–	–	0.03%	264
2026 Q1	$319K	Hold	3,825	–	–	0.03%	251
2025 Q4	$316K	Buy	+3,825	New	+$316K	0.04%	206
2025 Q3	–	Sell	-3,825	Closed	-$305K	–	559
2025 Q2	$305K	Buy	+3,825	New	+$286K	0.08%	178

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 $617M AUM 18% 1-Year Est. Return

CFD

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

Summit Wealth Group (Colorado)'s IMCB Position: Q2 2026 in Review

Summit Wealth Group (Colorado) held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q2 2026 at 3,825 shares worth $369K. The position accounts for 0.03% of the portfolio, ranked #264.

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

Summit Wealth Group (Colorado) held 3,825 shares of iShares Morningstar Mid-Cap ETF worth $369K as of Q2 2026.
Summit Wealth Group (Colorado) left its iShares Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap ETF made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #264 holding.
Summit Wealth Group (Colorado) first reported a position in iShares Morningstar Mid-Cap ETF in Q2 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 Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.