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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
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIC
Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return