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Triad Wealth Partners’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Triad Wealth Partners’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 		$747K Hold
7,632
– – 0.04% 245
2026
Q1 		$637K Sell
7,632
-372
-5% -$31.9K 0.05% 234
2025
Q4 		$662K Buy
8,004
+372
+5% +$30.7K 0.06% 210
2025
Q3 		$634K Hold
7,632
– – 0.08% 173
2025
Q2 		$608K Buy
+7,632
New +$572K 0.12% 130
2024
Q3 		– Sell
-114
Closed -$7.99K – 449
2024
Q2 		$7.99K Buy
+114
New +$8.03K ﹤0.01% 482

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

Triad Wealth Partners's IMCB Position: Q2 2026 in Review

Triad Wealth Partners held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q2 2026 at 7,632 shares worth $747K. The position accounts for 0.04% of the portfolio, ranked #245.

Triad Wealth Partners first reported a position in IMCB in Q2 2024 and has held it in 6 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Triad Wealth Partners held 7,632 shares of iShares Morningstar Mid-Cap ETF worth $747K as of Q2 2026.
  • Triad Wealth Partners left its iShares Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Morningstar Mid-Cap ETF made up 0.04% of Triad Wealth Partners's portfolio in Q2 2026, its #245 holding.
  • Triad Wealth Partners first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2024 and has held it in 6 quarters since.
  • 200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.