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

United Advisor 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 Q2	$3.12M	Buy	32,306 +1,567	+5%	+$143K	0.33%	81
2026 Q1	$2.56M	Sell	30,739 -484	-2%	-$41.5K	0.32%	82
2025 Q4	$2.58M	Buy	31,223 +667	+2%	+$55.1K	0.32%	79
2025 Q3	$2.54M	Buy	30,556 +7,719	+34%	+$630K	0.34%	73
2025 Q2	$1.82M	Buy	22,837 +3,317	+17%	+$248K	0.31%	86
2025 Q1	$1.45M	Buy	19,520 +2,454	+14%	+$189K	0.3%	87
2024 Q4	$1.3M	Buy	+17,066	New	+$1.33M	0.26%	93

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

United Advisor Group's IMCB Position: Q2 2026 in Review

United Advisor Group increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 5.1% in Q2 2026, buying an estimated $143K and bringing the position to 32,306 shares worth $3.12M. The position accounts for 0.33% of the portfolio, ranked #81.

United Advisor Group first reported a position in IMCB in Q4 2024 and has held it in 7 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

United Advisor Group held 32,306 shares of iShares Morningstar Mid-Cap ETF worth $3.12M as of Q2 2026.
United Advisor Group bought 1,567 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $143K.
iShares Morningstar Mid-Cap ETF made up 0.33% of United Advisor Group's portfolio in Q2 2026, its #81 holding.
United Advisor Group first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.