UBS AM’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

UBS AM’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	$50.2K	Hold	520	–	–	﹤0.01%	2930
2026 Q1	$43.4K	Hold	520	–	–	﹤0.01%	2990
2025 Q4	$43K	Buy	+520	New	+$43K	﹤0.01%	2639

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

UBS AM's IMCB Position: Q2 2026 in Review

UBS AM held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q2 2026 at 520 shares worth $50.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2930.

UBS AM first reported a position in IMCB in Q4 2025 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

UBS AM held 520 shares of iShares Morningstar Mid-Cap ETF worth $50.2K as of Q2 2026.
UBS AM left its iShares Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2930 holding.
UBS AM first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.