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 Q3	$361K	Hold	3,825	–	–	0.02%	314
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 $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

NWA

Northwest Wealth Advisors Bellingham, Washington $202M AUM 16.44% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Fortitude Financial Spokane, Washington $213M AUM 18.2% 1-Year Est. Return

Summit Wealth Group (Colorado)'s IMCB Position: Q3 2026 in Review

Summit Wealth Group (Colorado) held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q3 2026 at 3,825 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #314.

Summit Wealth Group (Colorado) first reported a position in IMCB in Q2 2025 and has held it in 5 quarters since. The position peaked at $369K in Q2 2026. 120 funds tracked by Wall St. Rank hold IMCB as of Q3 2026.

Summit Wealth Group (Colorado) held 3,825 shares of iShares Morningstar Mid-Cap ETF worth $361K as of Q3 2026.
Summit Wealth Group (Colorado) left its iShares Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
iShares Morningstar Mid-Cap ETF made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #314 holding.
Summit Wealth Group (Colorado) first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
Summit Wealth Group (Colorado)'s iShares Morningstar Mid-Cap ETF position peaked at $369K in Q2 2026.
120 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.