Tyler-Stone Wealth Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Tyler-Stone Wealth 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
2025 Q2	$281K	Hold	3,526	–	–	0.05%	275
2025 Q1	$261K	Hold	3,526	–	–	0.05%	277
2024 Q4	$269K	Sell	3,526 -660	-16%	-$51.6K	0.05%	272
2024 Q3	$318K	Buy	4,186 +2,093	+100%	+$152K	0.06%	237
2024 Q2	$147K	Sell	2,093 -170	-8%	-$12K	0.06%	231
2024 Q1	$165K	Hold	2,263	–	–	0.07%	211
2023 Q4	$152K	Sell	2,263 -169	-7%	-$10.4K	0.08%	204
2023 Q3	$145K	Sell	2,432 -15	-0.6%	-$945	0.08%	194
2023 Q2	$155K	Buy	+2,447	New	+$147K	0.09%	192
2022 Q4	$145K	Sell	2,477 -42	-2%	-$2.46K	0.1%	186
2022 Q3	$136K	Hold	2,519	–	–	0.1%	177
2022 Q2	$142K	Hold	2,519	–	–	0.09%	189
2022 Q1	$170K	Sell	2,519 -24	-0.9%	-$1.6K	0.09%	194
2021 Q4	$181K	Buy	+2,543	New	+$178K	0.1%	198

Other funds holding IMCB

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MIC

Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Tyler-Stone Wealth Management's IMCB Position: Q2 2025 in Review

Tyler-Stone Wealth Management held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q2 2025 at 3,526 shares worth $281K. The position accounts for 0.05% of the portfolio, ranked #275.

Tyler-Stone Wealth Management first reported a position in IMCB in Q4 2021 and has held it in 14 quarters since. The position peaked at $318K in Q3 2024. 183 funds tracked by Wall St. Rank hold IMCB as of Q2 2025.

Tyler-Stone Wealth Management held 3,526 shares of iShares Morningstar Mid-Cap ETF worth $281K as of Q2 2025.
Tyler-Stone Wealth Management left its iShares Morningstar Mid-Cap ETF share count unchanged in Q2 2025.
iShares Morningstar Mid-Cap ETF made up 0.05% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #275 holding.
Tyler-Stone Wealth Management first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's iShares Morningstar Mid-Cap ETF position peaked at $318K in Q3 2024.
183 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.