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Yarger Wealth Strategies’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Yarger Wealth Strategies’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 		$6.3M Sell
64,819
-232
-0.4% -$21.2K 2.26% 14
2026
Q1 		$5.43M Sell
65,051
-1,227
-2% -$105K 2.18% 15
2025
Q4 		$5.48M Sell
66,278
-2,875
-4% -$237K 2.36% 14
2025
Q3 		$5.74M Buy
69,153
+189
+0.3% +$15.4K 2.63% 11
2025
Q2 		$5.49M Buy
68,964
+171
+0.2% +$12.8K 2.87% 9
2025
Q1 		$5.1M Buy
68,793
+185
+0.3% +$14.3K 2.97% 12
2024
Q4 		$5.22M Buy
68,608
+26
+0% +$2.03K 3.01% 12
2024
Q3 		$5.21M Buy
68,582
+31
+0% +$2.25K 2.88% 12
2024
Q2 		$4.81M Sell
68,551
-726
-1% -$51.2K 2.89% 12
2024
Q1 		$5.05M Buy
69,277
+222
+0.3% +$15.2K 3.44% 10
2023
Q4 		$4.64M Buy
69,055
+650
+1% +$39.9K 3.74% 10
2023
Q3 		$4.09M Sell
68,405
-420
-0.6% -$26.5K 3.48% 11
2023
Q2 		$4.36M Sell
68,825
-978
-1% -$58.9K 3.92% 8
2023
Q1 		$4.23M Sell
69,803
-2,554
-4% -$157K 4.64% 7
2022
Q4 		$4.25M Buy
72,357
+349
+0.5% +$20.4K 5.26% 7
2022
Q3 		$3.88M Buy
72,008
+371
+0.5% +$22.2K 5.14% 5
2022
Q2 		$4.14M Buy
71,637
+228
+0.3% +$14.1K 5.35% 6
2022
Q1 		$4.81M Buy
71,409
+10,950
+18% +$729K 6.27% 4
2021
Q4 		$4.3M Buy
+60,459
New +$4.24M 4.63% 8

Other funds holding IMCB

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
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

Yarger Wealth Strategies's IMCB Position: Q2 2026 in Review

Yarger Wealth Strategies reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 0.36% in Q2 2026, selling an estimated $21.2K and leaving 64,819 shares worth $6.3M. The position accounts for 2.26% of the portfolio, ranked #14.

Yarger Wealth Strategies first reported a position in IMCB in Q4 2021 and has held it in 19 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Yarger Wealth Strategies held 64,819 shares of iShares Morningstar Mid-Cap ETF worth $6.3M as of Q2 2026.
  • Yarger Wealth Strategies sold 232 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $21.2K.
  • iShares Morningstar Mid-Cap ETF made up 2.26% of Yarger Wealth Strategies's portfolio in Q2 2026, its #14 holding.
  • Yarger Wealth Strategies first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.