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 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 $94.2B AUM 21.24% 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

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

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

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 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

United Advisor Group's IMCB Position: Q1 2026 in Review

United Advisor Group reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 1.6% in Q1 2026, selling an estimated $41.5K and leaving 30,739 shares worth $2.56M. The position accounts for 0.32% of the portfolio, ranked #82.

United Advisor Group first reported a position in IMCB in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.58M in Q4 2025. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

United Advisor Group held 30,739 shares of iShares Morningstar Mid-Cap ETF worth $2.56M as of Q1 2026.
United Advisor Group sold 484 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $41.5K.
iShares Morningstar Mid-Cap ETF made up 0.32% of United Advisor Group's portfolio in Q1 2026, its #82 holding.
United Advisor Group first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
United Advisor Group's iShares Morningstar Mid-Cap ETF position peaked at $2.58M in Q4 2025.
192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.