Wealth Management Associates’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Wealth Management Associates’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	$369K	Hold	3,822	–	–	0.1%	167
2026 Q1	$319K	Hold	3,822	–	–	0.11%	170
2025 Q4	$316K	Hold	3,822	–	–	0.11%	171
2025 Q3	$317K	Hold	3,822	–	–	0.11%	162
2025 Q2	$304K	Hold	3,822	–	–	0.12%	158
2025 Q1	$283K	Sell	3,822 -200	-5%	-$15.4K	0.12%	165
2024 Q4	$306K	Hold	4,022	–	–	0.13%	151
2024 Q3	$306K	Sell	4,022 -50	-1%	-$3.63K	0.13%	153
2024 Q2	$285K	Hold	4,072	–	–	0.13%	151
2024 Q1	$285K	Sell	4,072 -150	-4%	-$10.3K	0.13%	151
2023 Q4	$283K	Hold	4,222	–	–	0.15%	147
2023 Q3	$252K	Hold	4,222	–	–	0.15%	147
2023 Q2	$267K	Hold	4,222	–	–	0.15%	143
2023 Q1	$256K	Hold	4,222	–	–	0.16%	150
2022 Q4	$248K	Hold	4,222	–	–	0.16%	148
2022 Q3	$227K	Hold	4,222	–	–	0.16%	150
2022 Q2	$238K	Hold	4,222	–	–	0.16%	151
2022 Q1	$284K	Sell	4,222 -250	-6%	-$16.6K	0.16%	149
2021 Q4	$318K	Hold	4,472	–	–	0.17%	149
2021 Q3	$298K	Hold	4,472	–	–	0.17%	137
2021 Q2	$300K	Hold	4,472	–	–	0.17%	144
2021 Q1	$281K	Hold	4,472	–	–	0.18%	136
2020 Q4	$262K	Buy	4,472 +40	+0.9%	+$2.19K	0.17%	139
2020 Q3	$222K	Sell	4,432 -680	-13%	-$33.6K	0.17%	144
2020 Q2	$236K	Sell	5,112 -200	-4%	-$8.7K	0.2%	124
2020 Q1	$203K	Hold	5,312	–	–	0.21%	113
2019 Q4	$278K	Sell	5,312 -60	-1%	-$3.04K	0.2%	119
2019 Q3	$266K	Buy	5,372 +312	+6%	+$15.2K	0.21%	113
2019 Q2	$245K	Sell	5,060 -20	-0.4%	-$957	0.24%	80
2019 Q1	$239K	Hold	5,080	–	–	0.26%	82
2018 Q4	$205K	Buy	+5,080	New	+$223K	0.28%	78

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

Wealth Management Associates's IMCB Position: Q2 2026 in Review

Wealth Management Associates held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q2 2026 at 3,822 shares worth $369K. The position accounts for 0.1% of the portfolio, ranked #167.

Wealth Management Associates first reported a position in IMCB in Q4 2018 and has held it in 31 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Wealth Management Associates held 3,822 shares of iShares Morningstar Mid-Cap ETF worth $369K as of Q2 2026.
Wealth Management Associates left its iShares Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap ETF made up 0.1% of Wealth Management Associates's portfolio in Q2 2026, its #167 holding.
Wealth Management Associates first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.