Thrivent Financial for Lutherans
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Thrivent Financial for Lutherans’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Thrivent Financial for Lutherans’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 		– Sell
-4,842
Closed -$394K – 2647
2026
Q1 		$394K Buy
4,842
+14
+0.3% +$1.2K ﹤0.01% 2292
2025
Q4 		$404K Buy
4,828
+20
+0.4% +$1.65K ﹤0.01% 2327
2025
Q3 		$399K Buy
+4,808
New +$392K ﹤0.01% 2157
2025
Q2 		– Sell
-5,953
Closed -$475K – 2511
2025
Q1 		$475K Hold
5,953
– – ﹤0.01% 2094
2024
Q4 		$475K Hold
5,953
– – ﹤0.01% 2271
2024
Q3 		$453K Sell
5,953
-921
-13% -$66.9K ﹤0.01% 2284
2024
Q2 		$482K Buy
6,874
+33
+0.5% +$2.33K ﹤0.01% 2238
2024
Q1 		$497K Sell
6,841
-30
-0.4% -$2.06K ﹤0.01% 2242
2023
Q4 		$463K Buy
+6,871
New +$422K ﹤0.01% 2232
2023
Q1 		– Sell
-21,937
Closed -$1.29M – 2470
2022
Q4 		$1.29M Buy
21,937
+3,968
+22% +$232K ﹤0.01% 1569
2022
Q3 		$976K Sell
17,969
-4,442
-20% -$265K ﹤0.01% 1695
2022
Q2 		$1.27M Sell
22,411
-24,566
-52% -$1.52M ﹤0.01% 1551
2022
Q1 		$3.17M Buy
+46,977
New +$3.13M 0.01% 1065
2021
Q4 		– Hold
0
– – – 1718
2021
Q3 		– Hold
0
– – – 2097
2021
Q2 		– Hold
0
– – – 1711
2021
Q1 		– Hold
0
– – – 1712
2020
Q4 		– Hold
0
– – – 1786
2020
Q3 		– Hold
0
– – – 1936

Other funds holding IMCB

HighTower Advisors
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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 $617M AUM 18% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Thrivent Financial for Lutherans's IMCB Position: Q2 2026 in Review

Thrivent Financial for Lutherans sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2026, closing a stake of 4,842 shares — an estimated $394K sold.

Thrivent Financial for Lutherans first reported a position in IMCB in Q1 2022 and held it in 13 quarters. The position peaked at $3.17M in Q1 2022. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Thrivent Financial for Lutherans reported no remaining iShares Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 4,842 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $394K.
  • Thrivent Financial for Lutherans first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2022 and held it in 13 quarters.
  • Thrivent Financial for Lutherans's iShares Morningstar Mid-Cap ETF position peaked at $3.17M in Q1 2022.
  • 200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q2 2026, filed 14 Aug 2026.