Wealth Enhancement Advisory Services
IMCB icon

Wealth Enhancement Advisory Services’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.18M Sell
22,412
-151
-0.7% -$13.8K ﹤0.01% 1514
2026
Q1 		$1.9M Sell
22,563
-7,894
-26% -$676K ﹤0.01% 1415
2025
Q4 		$2.6M Buy
30,457
+20
+0.1% +$1.65K ﹤0.01% 1367
2025
Q3 		$2.53M Sell
30,437
-197
-0.6% -$16.1K ﹤0.01% 1312
2025
Q2 		$2.48M Sell
30,634
-458
-1% -$34.3K ﹤0.01% 1248
2025
Q1 		$2.3M Buy
31,092
+66
+0.2% +$5.09K ﹤0.01% 1177
2024
Q4 		$2.36M Buy
31,026
+5,505
+22% +$431K ﹤0.01% 1097
2024
Q3 		$1.94M Sell
25,521
-296
-1% -$21.5K ﹤0.01% 1069
2024
Q2 		$1.81M Buy
25,817
+578
+2% +$40.7K ﹤0.01% 1024
2024
Q1 		$1.84M Buy
25,239
+8
+0% +$548 ﹤0.01% 978
2023
Q4 		$1.69M Buy
25,231
+26
+0.1% +$1.6K ﹤0.01% 954
2023
Q3 		$1.51M Buy
+25,205
New +$1.59M 0.01% 960

Other funds holding IMCB

SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
FF
Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
LCM
Liberty Capital Management Birmingham, Michigan $582M AUM
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

Wealth Enhancement Advisory Services's IMCB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 0.67% in Q2 2026, selling an estimated $13.8K and leaving 22,412 shares worth $2.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

Wealth Enhancement Advisory Services first reported a position in IMCB in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.6M in Q4 2025. 20 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 22,412 shares of iShares Morningstar Mid-Cap ETF worth $2.18M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 151 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $13.8K.
  • iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1514 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's iShares Morningstar Mid-Cap ETF position peaked at $2.6M in Q4 2025.
  • 20 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.