William Blair & Company’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

William Blair & 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 Q1	$32.5K	Sell	390 -10	-3%	-$857	﹤0.01%	1742
2025 Q4	$33.1K	Buy	400 +381	+2,005%	+$31.5K	﹤0.01%	1691
2025 Q3	$1.58K	Hold	19	–	–	﹤0.01%	1828
2025 Q2	$1.51K	Hold	19	–	–	﹤0.01%	1807
2025 Q1	$1.41K	Hold	19	–	–	﹤0.01%	1783
2024 Q4	$1.45K	Hold	19	–	–	﹤0.01%	1803
2024 Q3	$1.44K	Buy	+19	New	+$1.38K	﹤0.01%	1812

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIC

Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

William Blair & Company's IMCB Position: Q1 2026 in Review

William Blair & Company reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 2.5% in Q1 2026, selling an estimated $857 and leaving 390 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1742.

William Blair & Company first reported a position in IMCB in Q3 2024 and has held it in 7 quarters since. The position peaked at $33.1K in Q4 2025. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

William Blair & Company held 390 shares of iShares Morningstar Mid-Cap ETF worth $32.5K as of Q1 2026.
William Blair & Company sold 10 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $857.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1742 holding.
William Blair & Company first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
William Blair & Company's iShares Morningstar Mid-Cap ETF position peaked at $33.1K in Q4 2025.
192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.