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

Wealth Preservation 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	–	Sell	-712	Closed	-$59.4K	–	470
2026 Q1	$59.4K	Buy	712 +2	+0.3%	+$171	0.05%	151
2025 Q4	$58.8K	Buy	710 +3	+0.4%	+$248	0.03%	187
2025 Q3	$58.7K	Buy	707 +2	+0.3%	+$163	0.03%	177
2025 Q2	$56.1K	Buy	705 +3	+0.4%	+$225	0.03%	184
2025 Q1	$52K	Buy	+702	New	+$54.1K	0.04%	183

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 Preservation Advisors's IMCB Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2026, closing a stake of 712 shares — an estimated $59.4K sold.

Wealth Preservation Advisors first reported a position in IMCB in Q1 2025 and held it in 5 quarters. The position peaked at $59.4K in Q1 2026. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Wealth Preservation Advisors reported no remaining iShares Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 712 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $59.4K.
Wealth Preservation Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2025 and held it in 5 quarters.
Wealth Preservation Advisors's iShares Morningstar Mid-Cap ETF position peaked at $59.4K in Q1 2026.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.