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

UBS Group’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 		$114M Buy
1,364,509
+32,749
+2% +$2.81M 0.02% 953
2025
Q4 		$110M Buy
1,331,760
+10,355
+0.8% +$855K 0.02% 965
2025
Q3 		$110M Buy
1,321,405
+12,134
+0.9% +$990K 0.02% 962
2025
Q2 		$104M Buy
1,309,271
+47,893
+4% +$3.59M 0.02% 933
2025
Q1 		$93.4M Buy
1,261,378
+70,316
+6% +$5.42M 0.02% 978
2024
Q4 		$90.7M Buy
1,191,062
+9,540
+0.8% +$746K 0.02% 987
2024
Q3 		$89.8M Buy
1,181,522
+16,338
+1% +$1.19M 0.02% 787
2024
Q2 		$81.7M Buy
1,165,184
+9,380
+0.8% +$661K 0.02% 749
2024
Q1 		$84.2M Buy
1,155,804
+39,909
+4% +$2.73M 0.02% 737
2023
Q4 		$74.9M Sell
1,115,895
-49,807
-4% -$3.06M 0.02% 732
2023
Q3 		$69.6M Buy
1,165,702
+287
+0% +$18.1K 0.02% 654
2023
Q2 		$73.8M Sell
1,165,415
-2,034
-0.2% -$122K 0.02% 630
2023
Q1 		$70.8M Buy
1,167,449
+1,855
+0.2% +$114K 0.03% 607
2022
Q4 		$68.4M Buy
1,165,594
+90,402
+8% +$5.29M 0.03% 650
2022
Q3 		$57.9M Sell
1,075,192
-4,813
-0.4% -$287K 0.03% 620
2022
Q2 		$60.9M Sell
1,080,005
-226
-0% -$14K 0.03% 631
2022
Q1 		$72.7M Buy
1,080,231
+32,926
+3% +$2.19M 0.02% 657
2021
Q4 		$74.4M Buy
1,047,305
+30,428
+3% +$2.13M 0.02% 732
2021
Q3 		$67.7M Buy
1,016,877
+39,004
+4% +$2.65M 0.02% 704
2021
Q2 		$65.6M Buy
977,873
+32,965
+3% +$2.17M 0.02% 701
2021
Q1 		$0 Buy
944,908
+80,424
+9% +$4.91M ﹤0.01% 9219
2020
Q4 		$50.6M Buy
864,484
+21,236
+3% +$1.16M 0.02% 779
2020
Q3 		$42.2M Buy
843,248
+24,960
+3% +$1.23M 0.02% 730
2020
Q2 		$37.7M Sell
818,288
-38,840
-5% -$1.69M 0.02% 737
2020
Q1 		$32.8M Buy
857,128
+10,072
+1% +$488K 0.02% 737
2019
Q4 		$44.4M Buy
847,056
+7,240
+0.9% +$367K 0.02% 842
2019
Q3 		$41.5M Sell
839,816
-52,396
-6% -$2.55M 0.02% 789
2019
Q2 		$43.3M Buy
892,212
+11,436
+1% +$547K 0.02% 741
2019
Q1 		$41.4M Sell
880,776
-83,556
-9% -$3.78M 0.02% 731
2018
Q4 		$39M Buy
964,332
+30,932
+3% +$1.36M 0.02% 714
2018
Q3 		$44.2M Sell
933,400
-4,396
-0.5% -$209K 0.02% 739
2018
Q2 		$43M Sell
937,796
-2,320
-0.2% -$106K 0.02% 720
2018
Q1 		$42.6M Buy
940,116
+40,152
+4% +$1.87M 0.02% 708
2017
Q4 		$41.8M Sell
899,964
-1,904
-0.2% -$85.8K 0.02% 754
2017
Q3 		$39.4M Buy
901,868
+15,004
+2% +$640K 0.02% 717
2017
Q2 		$37.4M Buy
886,864
+70,672
+9% +$2.97M 0.02% 710
2017
Q1 		$34M Buy
816,192
+59,632
+8% +$2.45M 0.02% 718
2016
Q4 		$29.7M Buy
756,560
+39,048
+5% +$1.51M 0.02% 790
2016
Q3 		$27.7M Sell
717,512
-38,416
-5% -$1.48M 0.02% 787
2016
Q2 		$28.2M Buy
755,928
+21,260
+3% +$782K 0.02% 739
2016
Q1 		$26.7M Sell
734,668
-23,156
-3% -$787K 0.02% 721
2015
Q4 		$27.1M Sell
757,824
-49,316
-6% -$1.79M 0.02% 787
2015
Q3 		$27.8M Buy
807,140
+44,576
+6% +$1.64M 0.02% 716
2015
Q2 		$28.8M Buy
762,564
+32,980
+5% +$1.27M 0.02% 769
2015
Q1 		$28M Buy
729,584
+83,716
+13% +$3.14M 0.02% 767
2014
Q4 		$23.8M Buy
+645,868
New +$23.1M 0.02% 891

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group's IMCB Position: Q1 2026 in Review

UBS Group increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 2.5% in Q1 2026, buying an estimated $2.81M and bringing the position to 1,364,509 shares worth $114M. The position accounts for 0.02% of the portfolio, ranked #953.

UBS Group first reported a position in IMCB in Q4 2014 and has held it in 46 quarters since. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

  • UBS Group held 1,364,509 shares of iShares Morningstar Mid-Cap ETF worth $114M as of Q1 2026.
  • UBS Group bought 32,749 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $2.81M.
  • iShares Morningstar Mid-Cap ETF made up 0.02% of UBS Group's portfolio in Q1 2026, its #953 holding.
  • UBS Group first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2014 and has held it in 46 quarters since.
  • 192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.