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 Q3	$210K	Hold	2,224	–	–	0.01%	1170
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

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedbush Securities's IMCB Position: Q3 2026 in Review

Wedbush Securities held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q3 2026 at 2,224 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #1170.

Wedbush Securities first reported a position in IMCB in Q4 2015 and has held it in 6 quarters since. The position peaked at $254K in Q4 2015. 64 funds tracked by Wall St. Rank hold IMCB as of Q3 2026.

Wedbush Securities held 2,224 shares of iShares Morningstar Mid-Cap ETF worth $210K as of Q3 2026.
Wedbush Securities left its iShares Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
iShares Morningstar Mid-Cap ETF made up 0.01% of Wedbush Securities's portfolio in Q3 2026, its #1170 holding.
Wedbush Securities first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2015 and has held it in 6 quarters since.
Wedbush Securities's iShares Morningstar Mid-Cap ETF position peaked at $254K in Q4 2015.
64 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.