Question 1

How many shares of IMCB does Aptus Capital Advisors, LLC own?

Accepted Answer

As of 2026-Q2, Aptus Capital Advisors, LLC holds 243,185 shares of IMCB (ISHARES MORNINGSTAR MID-CAP ETF).

Question 2

What is Aptus Capital Advisors, LLC's IMCB position worth?

Accepted Answer

As of 2026-Q2, Aptus Capital Advisors, LLC's IMCB position is worth $23.5M.

Question 3

Is Aptus Capital Advisors, LLC buying or selling IMCB?

Accepted Answer

In 2026-Q2, Aptus Capital Advisors, LLC increased their IMCB position (+9.5% change in shares).

Question 4

When did Aptus Capital Advisors, LLC first buy IMCB?

Accepted Answer

Based on available 13F filings, Aptus Capital Advisors, LLC first reported a position in IMCB in 2024-Q3. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	243,185	+9.5%	$23.5M	0.2%	$96.56	37
2026-Q1	Increased	222,148	+89.9%	$18.5M	0.1%	$83.18	53
2025-Q4	Increased	116,957	+3.3%	$9.7M	0.1%	$82.25	29
2025-Q3	Increased	113,234	+4.4%	$9.4M	0.1%	$82.22	29
2025-Q2	Increased	108,491	+2.8%	$8.6M	0.1%	$78.58	28
2025-Q1	Increased	105,533	+2.1%	$7.8M	0.1%	$72.83	28
2024-Q4	Increased	103,342	+3.0%	$7.9M	0.1%	$74.60	28
2024-Q3	New	100,318	-	$7.6M	0.1%	$74.18	45

IMCB8 quarters

IMCB
8 quarters