Wedbush Securities’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Wedbush Securities’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	$215K	Buy	+2,224	New	+$203K	0.01%	1173
2016 Q4	–	Sell	-5,592	Closed	-$216K	–	851
2016 Q3	$216K	Hold	5,592	–	–	0.03%	646
2016 Q2	$209K	Sell	5,592 -52	-0.9%	-$1.91K	0.03%	608
2016 Q1	$205K	Sell	5,644 -1,448	-20%	-$49.2K	0.04%	583
2015 Q4	$254K	Buy	+7,092	New	+$258K	0.05%	468

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

Wedbush Securities's IMCB Position: Q2 2026 in Review

Wedbush Securities opened a new position in iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2026: 2,224 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #1173 among its holdings. This is a return to the name: Wedbush Securities previously reported a position in IMCB as recently as Q3 2016.

Wedbush Securities first reported a position in IMCB in Q4 2015 and has held it in 5 quarters since. The position peaked at $254K in Q4 2015. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Wedbush Securities held 2,224 shares of iShares Morningstar Mid-Cap ETF worth $215K as of Q2 2026.
iShares Morningstar Mid-Cap ETF was a new Wedbush Securities position in Q2 2026.
iShares Morningstar Mid-Cap ETF made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #1173 holding.
Wedbush Securities first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2015 and has held it in 5 quarters since.
Wedbush Securities's iShares Morningstar Mid-Cap ETF position peaked at $254K in Q4 2015.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.