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 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 $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

Valmark Advisers's IMCB Position: Q1 2026 in Review

Valmark Advisers held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q1 2026 at 2,501 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Valmark Advisers first reported a position in IMCB in Q2 2020 and has held it in 5 quarters since. The position peaked at $2.2M in Q3 2020. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

Valmark Advisers held 2,501 shares of iShares Morningstar Mid-Cap ETF worth $209K as of Q1 2026.
Valmark Advisers left its iShares Morningstar Mid-Cap ETF share count unchanged in Q1 2026.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q1 2026, its #662 holding.
Valmark Advisers first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2020 and has held it in 5 quarters since.
Valmark Advisers's iShares Morningstar Mid-Cap ETF position peaked at $2.2M in Q3 2020.
192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.