Venture Visionary Partners’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Venture Visionary Partners’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	$217K	Buy	+2,599	New	+$223K	0.01%	582

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

Venture Visionary Partners's IMCB Position: Q1 2026 in Review

Venture Visionary Partners opened a new position in iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2026: 2,599 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #582 among its holdings.

192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

Venture Visionary Partners held 2,599 shares of iShares Morningstar Mid-Cap ETF worth $217K as of Q1 2026.
iShares Morningstar Mid-Cap ETF was a new Venture Visionary Partners position in Q1 2026.
iShares Morningstar Mid-Cap ETF made up 0.01% of Venture Visionary Partners's portfolio in Q1 2026, its #582 holding.
192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Venture Visionary Partners's 13F filing for Q1 2026, filed 14 May 2026.