Valmark Advisers’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Valmark Advisers’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	$254K	Buy	2,632 +131	+5%	+$12K	﹤0.01%	659
2026 Q1	$209K	Hold	2,501	–	–	﹤0.01%	662
2025 Q4	$207K	Hold	2,501	–	–	﹤0.01%	639
2025 Q3	$208K	Buy	+2,501	New	+$204K	﹤0.01%	633
2020 Q4	–	Sell	-43,944	Closed	-$2.2M	–	347
2020 Q3	$2.2M	Sell	43,944 -1,124	-2%	-$55.6K	0.05%	84
2020 Q2	$2.08M	Buy	+45,068	New	+$1.96M	0.05%	79

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

Valmark Advisers's IMCB Position: Q2 2026 in Review

Valmark Advisers increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 5.2% in Q2 2026, buying an estimated $12K and bringing the position to 2,632 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Valmark Advisers first reported a position in IMCB in Q2 2020 and has held it in 6 quarters since. The position peaked at $2.2M in Q3 2020. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Valmark Advisers held 2,632 shares of iShares Morningstar Mid-Cap ETF worth $254K as of Q2 2026.
Valmark Advisers bought 131 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $12K.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #659 holding.
Valmark Advisers first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2020 and has held it in 6 quarters since.
Valmark Advisers's iShares Morningstar Mid-Cap ETF position peaked at $2.2M in Q3 2020.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.