United Capital Financial Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

United Capital Financial Advisors’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	$219K	Buy	+2,273	New	+$208K	﹤0.01%	1515
2016 Q1	–	Sell	-11,812	Closed	-$422K	–	1240
2015 Q4	$422K	Sell	11,812 -14,776	-56%	-$537K	﹤0.01%	922
2015 Q3	$916K	Sell	26,588 -1,504	-5%	-$55.3K	0.01%	711
2015 Q2	$1.06M	Buy	+28,092	New	+$1.08M	0.01%	716

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

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 $631M AUM 12.14% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

United Capital Financial Advisors's IMCB Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2026: 2,273 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #1515 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in IMCB as recently as Q4 2015.

United Capital Financial Advisors first reported a position in IMCB in Q2 2015 and has held it in 4 quarters since. The position peaked at $1.06M in Q2 2015. 201 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

United Capital Financial Advisors held 2,273 shares of iShares Morningstar Mid-Cap ETF worth $219K as of Q2 2026.
iShares Morningstar Mid-Cap ETF was a new United Capital Financial Advisors position in Q2 2026.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1515 holding.
United Capital Financial Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2015 and has held it in 4 quarters since.
United Capital Financial Advisors's iShares Morningstar Mid-Cap ETF position peaked at $1.06M in Q2 2015.
201 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.