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Position history for Farther Finance Advisors, LLCFarther Finance Advisors, LLC's holdings in ISHARES MORNINGSTAR MID-CAP ETF

Farther Finance Advisors, LLC holds 86,445 shares of IMCB (ISHARES MORNINGSTAR MID-CAP ETF), worth $8.3M as of 2026-Q2. The position was decreased (-24.4% shares). IMCB represents 0.1% of Farther Finance Advisors, LLC's portfolio.

Current Value

$8.3M

Current Shares

86,445

Total Value Change

+$8.3M

Total Shares Change

+85,585

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
86,445
-24.4%
$8.3M0.1%$96.56
0
2026-Q1
Increased
114,271
+8.4%
$9.6M0.1%$83.18
30
2025-Q4
Increased
105,378
+18.8%
$8.7M0.1%$82.25
32
2025-Q3
Increased
88,721
+107.8%
$7.4M0.1%$82.22
53
2025-Q2
Increased
42,691
+1347.2%
$3.4M0.1%$78.58
43
2025-Q1
Increased
2,950
+282.1%
$219,0200.0%$72.83
37
2024-Q4
Decreased
772
-10.2%
$58,7880.0%$74.60
0
2024-Q3
Decreased
860
-8.6%
$65,3420.0%$74.18
0

Other major holders of IMCB: HighTower Advisors, LLC, UBS Group AG, MORGAN STANLEY

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