Westside Investment Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Westside Investment Management’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	$17.4K	Hold	179	–	–	﹤0.01%	968
2026 Q1	$15K	Buy	179 +1	+0.6%	+$86	﹤0.01%	996
2025 Q4	$14.8K	Hold	178	–	–	﹤0.01%	973
2025 Q3	$14.8K	Buy	178 +1	+0.6%	+$82	﹤0.01%	992
2025 Q2	$14.1K	Buy	177 +1	+0.6%	+$75	﹤0.01%	818
2025 Q1	$13.1K	Hold	176	–	–	﹤0.01%	646
2024 Q4	$13.4K	Buy	176 +1	+0.6%	+$78	﹤0.01%	633
2024 Q3	$13.3K	Buy	175 +1	+0.6%	+$73	﹤0.01%	629
2024 Q2	$12.3K	Hold	174	–	–	﹤0.01%	623
2024 Q1	$12.7K	Buy	174 +1	+0.6%	+$69	﹤0.01%	592
2023 Q4	$11.7K	Buy	173 +1	+0.6%	+$61	﹤0.01%	569
2023 Q3	$10.3K	Hold	172	–	–	﹤0.01%	577
2023 Q2	$10.9K	Hold	172	–	–	﹤0.01%	573
2023 Q1	$10.4K	Buy	+172	New	+$10.6K	﹤0.01%	580

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

Westside Investment Management's IMCB Position: Q2 2026 in Review

Westside Investment Management held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q2 2026 at 179 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Westside Investment Management first reported a position in IMCB in Q1 2023 and has held it in 14 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Westside Investment Management held 179 shares of iShares Morningstar Mid-Cap ETF worth $17.4K as of Q2 2026.
Westside Investment Management left its iShares Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #968 holding.
Westside Investment Management first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.