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 Q3	$2.06M	Sell	21,340 -1,072	-5%	-$105K	﹤0.01%	1649
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

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Fortitude Financial Spokane, Washington $213M AUM 18.2% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Rede Wealth Charlottesville, Virginia $304M AUM 9.74% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Wealth Enhancement Advisory Services's IMCB Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 4.8% in Q3 2026, selling an estimated $105K and leaving 21,340 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

Wealth Enhancement Advisory Services first reported a position in IMCB in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.6M in Q4 2025. 54 funds tracked by Wall St. Rank hold IMCB as of Q3 2026.

Wealth Enhancement Advisory Services held 21,340 shares of iShares Morningstar Mid-Cap ETF worth $2.06M as of Q3 2026.
Wealth Enhancement Advisory Services sold 1,072 iShares Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $105K.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1649 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's iShares Morningstar Mid-Cap ETF position peaked at $2.6M in Q4 2025.
54 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.