How many shares of IMCB does LPL Financial LLC own?

As of 2026-Q2, LPL Financial LLC holds 474,114 shares of IMCB (ISHARES MORNINGSTAR MID-CAP ETF).

What is LPL Financial LLC's IMCB position worth?

As of 2026-Q2, LPL Financial LLC's IMCB position is worth $45.8M.

In 2026-Q2, LPL Financial LLC increased their IMCB position (+6.4% change in shares).

Based on available 13F filings, LPL Financial LLC first reported a position in IMCB in 2018-Q4. They have held the position across 31 quarters.

Position history for LPL Financial LLC's holdings in ISHARES MORNINGSTAR MID-CAP ETF

Current Value

$45.8M

Current Shares

474,114

Total Value Change

+$37M

Total Shares Change

+419,548

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	474,114	+6.4%	$45.8M	0.0%	$96.56	31
2026-Q1	Decreased	445,448	-2.4%	$37.2M	0.0%	$83.18	0
2025-Q4	Decreased	456,261	-3.3%	$37.7M	0.0%	$82.25	0
2025-Q3	Decreased	471,819	-5.4%	$39.2M	0.0%	$82.22	0
2025-Q2	Increased	498,843	+10.0%	$39.7M	0.0%	$78.58	32
2025-Q1	Increased	453,623	+5.7%	$33.6M	0.0%	$72.83	31
2024-Q4	Increased	429,064	+4.6%	$32.7M	0.0%	$74.60	30
2024-Q3	Decreased	410,120	-3.8%	$31.2M	0.0%	$74.18	0
2024-Q2	Decreased	426,437	-5.8%	$29.9M	0.0%	$68.51	0
2024-Q1	Decreased	452,762	-2.0%	$33M	0.0%	$70.96	0
2023-Q4	Increased	461,916	+6.3%	$31M	0.0%	$65.19	31
2023-Q3	Increased	434,736	+14.4%	$26M	0.0%	$57.73	33
2023-Q2	Increased	380,107	+0.9%	$24.1M	0.0%	$60.51	29
2023-Q1	Decreased	376,722	-4.2%	$22.8M	0.0%	$57.80	0
2022-Q4	Decreased	393,354	-4.9%	$23.1M	0.0%	$56.02	0
2022-Q3	Increased	413,714	+2.1%	$22.3M	0.0%	$50.90	29
2022-Q2	Decreased	405,006	-2.7%	$22.8M	0.0%	$52.95	0
2022-Q1	Increased	416,359	+11.8%	$28M	0.0%	$63.05	32
2021-Q4	Increased	372,530	+5.1%	$26.5M	0.0%	$66.37	30
2021-Q3	Increased	354,386	+6.8%	$23.6M	0.0%	$61.92	31
2021-Q2	Increased	331,811	+316.4%	$22.2M	0.0%	$62.18	46
2021-Q1	Decreased	79,684	-0.4%	$20M	0.0%	$58.15	0
2020-Q4	Increased	79,987	+8.6%	$18.7M	0.0%	$54.05	31
2020-Q3	Decreased	73,639	-0.2%	$14.8M	0.0%	$46.09	0
2020-Q2	Increased	73,758	+19.2%	$13.6M	0.0%	$42.28	33
2020-Q1	Decreased	61,873	-14.6%	$9.5M	0.0%	$35.01	0
2019-Q4	Increased	72,421	+20.2%	$15.2M	0.0%	$47.84	33
2019-Q3	Increased	60,246	+8.5%	$11.9M	0.0%	$44.86	30
2019-Q2	Increased	55,543	+3.2%	$10.8M	0.0%	$44.08	29
2019-Q1	Decreased	53,804	-1.4%	$10.1M	0.0%	$42.57	0
2018-Q4	New	54,566	-	$8.8M	0.0%	$36.14	38