Woodard & Company Asset Management Group’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Woodard & Company Asset Management Group’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	$189K	Sell	1,960 -429	-18%	-$39.2K	0.03%	118
2026 Q1	$199K	Sell	2,389 -22,125	-90%	-$1.9M	0.03%	115
2025 Q4	$2.03M	Sell	24,514 -23,283	-49%	-$1.92M	0.32%	50
2025 Q3	$3.97M	Sell	47,797 -756	-2%	-$61.7K	0.64%	28
2025 Q2	$3.87M	Sell	48,553 -1,394	-3%	-$104K	0.71%	26
2025 Q1	$3.7M	Sell	49,947 -965	-2%	-$74.4K	0.77%	24
2024 Q4	$3.88M	Sell	50,912 -490	-1%	-$38.3K	0.84%	21
2024 Q3	$3.91M	Sell	51,402 -57,873	-53%	-$4.2M	0.88%	21
2024 Q2	$7.66M	Buy	109,275 +1,627	+2%	+$115K	1.9%	10
2024 Q1	$7.84M	Sell	107,648 -920	-0.8%	-$63K	2.09%	9
2023 Q4	$7.29M	Sell	108,568 -2,101	-2%	-$129K	2.12%	10
2023 Q3	$6.61M	Buy	110,669 +17,248	+18%	+$1.09M	2.24%	11
2023 Q2	$5.91M	Buy	93,421 +9	+0%	+$542	1.96%	10
2023 Q1	$5.66M	Sell	93,412 -1,886	-2%	-$116K	1.97%	11
2022 Q4	$5.59M	Sell	95,298 -1,924	-2%	-$113K	1.98%	10
2022 Q3	$5.24M	Sell	97,222 -1,282	-1%	-$76.6K	2.41%	9
2022 Q2	$5.55M	Sell	98,504 -2,832	-3%	-$175K	2.28%	10
2022 Q1	$6.82M	Buy	+101,336	New	+$6.74M	2.85%	8

Other funds holding IMCB

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

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NWA

Northwest Wealth Advisors Bellingham, Washington $174M AUM

Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Woodard & Company Asset Management Group's IMCB Position: Q2 2026 in Review

Woodard & Company Asset Management Group reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 18% in Q2 2026, selling an estimated $39.2K and leaving 1,960 shares worth $189K. The position accounts for 0.03% of the portfolio, ranked #118.

Woodard & Company Asset Management Group first reported a position in IMCB in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.84M in Q1 2024. 73 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Woodard & Company Asset Management Group held 1,960 shares of iShares Morningstar Mid-Cap ETF worth $189K as of Q2 2026.
Woodard & Company Asset Management Group sold 429 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $39.2K.
iShares Morningstar Mid-Cap ETF made up 0.03% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #118 holding.
Woodard & Company Asset Management Group first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
Woodard & Company Asset Management Group's iShares Morningstar Mid-Cap ETF position peaked at $7.84M in Q1 2024.
73 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.