Vise Technologies’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Vise Technologies’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	$493K	Buy	5,104 +126	+3%	+$11.5K	0.01%	1164
2026 Q1	$412K	Hold	4,978	–	–	0.01%	982
2025 Q4	$412K	Hold	4,978	–	–	0.01%	988
2025 Q3	$413K	Hold	4,978	–	–	0.02%	755
2025 Q2	$397K	Buy	+4,978	New	+$373K	0.02%	727

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

CFD

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

Vise Technologies's IMCB Position: Q2 2026 in Review

Vise Technologies increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 2.5% in Q2 2026, buying an estimated $11.5K and bringing the position to 5,104 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #1164.

Vise Technologies first reported a position in IMCB in Q2 2025 and has held it in 5 quarters since. 201 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Vise Technologies held 5,104 shares of iShares Morningstar Mid-Cap ETF worth $493K as of Q2 2026.
Vise Technologies bought 126 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $11.5K.
iShares Morningstar Mid-Cap ETF made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #1164 holding.
Vise Technologies first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
201 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.