VestGen Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

VestGen 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	$1.28M	Sell	13,224 -1,310	-9%	-$120K	0.04%	400
2026 Q1	$1.32M	Sell	14,534 -1,233	-8%	-$106K	0.04%	391
2025 Q4	$1.3M	Sell	15,767 -53,080	-77%	-$4.38M	0.06%	310
2025 Q3	$5.72M	Buy	+68,847	New	+$5.62M	0.19%	114

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

VestGen Advisors's IMCB Position: Q2 2026 in Review

VestGen Advisors reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 9% in Q2 2026, selling an estimated $120K and leaving 13,224 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #400.

VestGen Advisors first reported a position in IMCB in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.72M in Q3 2025. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

VestGen Advisors held 13,224 shares of iShares Morningstar Mid-Cap ETF worth $1.28M as of Q2 2026.
VestGen Advisors sold 1,310 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $120K.
iShares Morningstar Mid-Cap ETF made up 0.04% of VestGen Advisors's portfolio in Q2 2026, its #400 holding.
VestGen Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
VestGen Advisors's iShares Morningstar Mid-Cap ETF position peaked at $5.72M in Q3 2025.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.