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Synergy Investment Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Synergy Investment Management’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 		$34.4K Sell
356
-200
-36% -$18.3K 0.01% 437
2026
Q1 		$46.4K Buy
+556
New +$47.6K 0.02% 291
2025
Q2 		– Sell
-2,340
Closed -$173K – 312
2025
Q1 		$173K Hold
2,340
– – 0.07% 134
2024
Q4 		$178K Buy
+2,340
New +$183K 0.08% 129

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 $631M AUM 12.14% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Synergy Investment Management's IMCB Position: Q2 2026 in Review

Synergy Investment Management reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 36% in Q2 2026, selling an estimated $18.3K and leaving 356 shares worth $34.4K. The position accounts for 0.01% of the portfolio, ranked #437.

Synergy Investment Management first reported a position in IMCB in Q4 2024 and has held it in 4 quarters since. The position peaked at $178K in Q4 2024. 201 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Synergy Investment Management held 356 shares of iShares Morningstar Mid-Cap ETF worth $34.4K as of Q2 2026.
  • Synergy Investment Management sold 200 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $18.3K.
  • iShares Morningstar Mid-Cap ETF made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #437 holding.
  • Synergy Investment Management first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's iShares Morningstar Mid-Cap ETF position peaked at $178K in Q4 2024.
  • 201 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.