WhitTier Trust Company’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

WhitTier Trust Company’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	$6.59K	Hold	68	–	–	﹤0.01%	1130
2026 Q1	$5.76K	Hold	68	–	–	﹤0.01%	1132
2025 Q4	$5.81K	Hold	68	–	–	﹤0.01%	1068
2025 Q3	$5.68K	Hold	68	–	–	﹤0.01%	1063
2025 Q2	$5.42K	Hold	68	–	–	﹤0.01%	1201
2025 Q1	$5.04K	Hold	68	–	–	﹤0.01%	1179
2024 Q4	$5.18K	Hold	68	–	–	﹤0.01%	1142
2024 Q3	$5.17K	Hold	68	–	–	﹤0.01%	1120
2024 Q2	$4.77K	Hold	68	–	–	﹤0.01%	1076
2024 Q1	$4.95K	Hold	68	–	–	﹤0.01%	1041
2023 Q4	$4.56K	Hold	68	–	–	﹤0.01%	1046
2023 Q3	$4.06K	Hold	68	–	–	﹤0.01%	1007
2023 Q2	$4.3K	Hold	68	–	–	﹤0.01%	1038
2023 Q1	$4.12K	Hold	68	–	–	﹤0.01%	1027
2022 Q4	$3.99K	Hold	68	–	–	﹤0.01%	1033
2022 Q3	$4K	Hold	68	–	–	﹤0.01%	994
2022 Q2	$4K	Hold	68	–	–	﹤0.01%	1018
2022 Q1	$5K	Hold	68	–	–	﹤0.01%	1005
2021 Q4	$5K	Hold	68	–	–	﹤0.01%	974
2021 Q3	$5K	Hold	68	–	–	﹤0.01%	1002
2021 Q2	$5K	Hold	68	–	–	﹤0.01%	924
2021 Q1	$4K	Hold	68	–	–	﹤0.01%	925
2020 Q4	$4K	Hold	68	–	–	﹤0.01%	905
2020 Q3	$3K	Hold	68	–	–	﹤0.01%	911
2020 Q2	$3K	Hold	68	–	–	﹤0.01%	886
2020 Q1	$3K	Hold	68	–	–	﹤0.01%	912
2019 Q4	$4K	Hold	68	–	–	﹤0.01%	941
2019 Q3	$3K	Hold	68	–	–	﹤0.01%	948
2019 Q2	$3K	Hold	68	–	–	﹤0.01%	945
2019 Q1	$3K	Hold	68	–	–	﹤0.01%	946
2018 Q4	$3K	Hold	68	–	–	﹤0.01%	984
2018 Q3	$3K	Hold	68	–	–	﹤0.01%	908
2018 Q2	$3K	Hold	68	–	–	﹤0.01%	910
2018 Q1	$3K	Hold	68	–	–	﹤0.01%	950
2017 Q4	$3K	Hold	68	–	–	﹤0.01%	927
2017 Q3	$3K	Hold	68	–	–	﹤0.01%	923
2017 Q2	$3K	Hold	68	–	–	﹤0.01%	863
2017 Q1	$3K	Hold	68	–	–	﹤0.01%	887
2016 Q4	$3K	Hold	68	–	–	﹤0.01%	907
2016 Q3	$3K	Hold	68	–	–	﹤0.01%	847
2016 Q2	$3K	Hold	68	–	–	﹤0.01%	852
2016 Q1	$2K	Hold	68	–	–	﹤0.01%	864
2015 Q4	$2K	Sell	68 -2,240	-97%	-$81.4K	﹤0.01%	852
2015 Q3	$80K	Sell	2,308 -40	-2%	-$1.47K	0.01%	446
2015 Q2	$89K	Sell	2,348 -64	-3%	-$2.47K	0.01%	462
2015 Q1	$93K	Buy	2,412 +2,240	+1,302%	+$84.1K	0.01%	454
2014 Q4	$6K	Hold	172	–	–	﹤0.01%	821
2014 Q3	$6K	Hold	172	–	–	﹤0.01%	828
2014 Q2	$6K	Hold	172	–	–	﹤0.01%	828
2014 Q1	$6K	Hold	172	–	–	﹤0.01%	857
2013 Q4	$6K	Sell	172 -128	-43%	-$3.98K	﹤0.01%	818
2013 Q3	$9K	Hold	300	–	–	﹤0.01%	776
2013 Q2	$8K	Buy	+300	New	+$8.44K	﹤0.01%	778

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

WhitTier Trust Company's IMCB Position: Q2 2026 in Review

WhitTier Trust Company held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q2 2026 at 68 shares worth $6.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

WhitTier Trust Company first reported a position in IMCB in Q2 2013 and has held it in 53 quarters since. The position peaked at $93K in Q1 2015. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

WhitTier Trust Company held 68 shares of iShares Morningstar Mid-Cap ETF worth $6.59K as of Q2 2026.
WhitTier Trust Company left its iShares Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #1130 holding.
WhitTier Trust Company first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
WhitTier Trust Company's iShares Morningstar Mid-Cap ETF position peaked at $93K in Q1 2015.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.