XML Financial’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

XML Financial’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	$361K	Hold	3,740	–	–	0.03%	340
2026 Q1	$312K	Hold	3,740	–	–	0.03%	334
2025 Q4	$309K	Hold	3,740	–	–	0.03%	331
2025 Q3	$311K	Hold	3,740	–	–	0.03%	307
2025 Q2	$298K	Sell	3,740 -47	-1%	-$3.52K	0.03%	304
2025 Q1	$281K	Buy	3,787 +702	+23%	+$54.1K	0.03%	295
2024 Q4	$235K	Sell	3,085 -720	-19%	-$56.3K	0.02%	319
2024 Q3	$289K	Sell	3,805 -23	-0.6%	-$1.67K	0.03%	293
2024 Q2	$268K	Hold	3,828	–	–	0.03%	290
2024 Q1	$279K	Hold	3,828	–	–	0.03%	287
2023 Q4	$257K	Hold	3,828	–	–	0.03%	282
2023 Q3	$229K	Hold	3,828	–	–	0.03%	286
2023 Q2	$242K	Hold	3,828	–	–	0.03%	297
2023 Q1	$232K	Hold	3,828	–	–	0.03%	297
2022 Q4	$225K	Hold	3,828	–	–	0.03%	299
2022 Q3	$206K	Hold	3,828	–	–	0.03%	286
2022 Q2	$216K	Hold	3,828	–	–	0.05%	207
2022 Q1	$258K	Hold	3,828	–	–	0.03%	279
2021 Q4	$272K	Hold	3,828	–	–	0.03%	269
2021 Q3	$255K	Hold	3,828	–	–	0.03%	266
2021 Q2	$257K	Hold	3,828	–	–	0.06%	188
2021 Q1	$241K	Hold	3,828	–	–	0.06%	186
2020 Q4	$224K	Buy	+3,828	New	+$210K	0.06%	188

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

XML Financial's IMCB Position: Q2 2026 in Review

XML Financial held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q2 2026 at 3,740 shares worth $361K. The position accounts for 0.03% of the portfolio, ranked #340.

XML Financial first reported a position in IMCB in Q4 2020 and has held it in 23 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

XML Financial held 3,740 shares of iShares Morningstar Mid-Cap ETF worth $361K as of Q2 2026.
XML Financial left its iShares Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap ETF made up 0.03% of XML Financial's portfolio in Q2 2026, its #340 holding.
XML Financial first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.