Three Seasons Wealth’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Three Seasons Wealth’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	$654K	Sell	6,776 -394	-5%	-$36K	0.06%	118
2026 Q1	$598K	Buy	7,170 +309	+5%	+$26.5K	0.23%	112
2025 Q4	$568K	Buy	6,861 +112	+2%	+$9.25K	0.05%	103
2025 Q3	$561K	Buy	6,749 +2,063	+44%	+$168K	0.06%	86
2025 Q2	$373K	Sell	4,686 -31	-0.7%	-$2.32K	0.04%	83
2025 Q1	$349K	Sell	4,717 -29	-0.6%	-$2.23K	0.17%	82
2024 Q4	$361K	Sell	4,746 -1,724	-27%	-$135K	0.18%	97
2024 Q3	$492K	Hold	6,470	–	–	0.26%	74
2024 Q2	$454K	Sell	6,470 -180	-3%	-$12.7K	0.25%	66
2024 Q1	$477K	Hold	6,650	–	–	0.33%	61
2023 Q4	$446K	Hold	6,650	–	–	0.39%	60
2023 Q3	$399K	Buy	+6,650	New	+$419K	0.39%	40

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

Three Seasons Wealth's IMCB Position: Q2 2026 in Review

Three Seasons Wealth reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 5.5% in Q2 2026, selling an estimated $36K and leaving 6,776 shares worth $654K. The position accounts for 0.06% of the portfolio, ranked #118.

Three Seasons Wealth first reported a position in IMCB in Q3 2023 and has held it in 12 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Three Seasons Wealth held 6,776 shares of iShares Morningstar Mid-Cap ETF worth $654K as of Q2 2026.
Three Seasons Wealth sold 394 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $36K.
iShares Morningstar Mid-Cap ETF made up 0.06% of Three Seasons Wealth's portfolio in Q2 2026, its #118 holding.
Three Seasons Wealth first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Three Seasons Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.