— Know what they know.
Not Investment Advice

IMCB

iShares Morningstar Mid-Cap ETF
1W: +1.1% 1M: +4.8% 3M: +2.2% YTD: +18.6% 1Y: +19.8% 3Y: +77.6% 5Y: +49.6%
Error: Binder Error: Contents of view were altered: types don't match! Expected [VARCHAR, VARCHAR, VARCHAR, DOUBLE, DOUBLE, DOUBLE, BIGINT, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, VARCHAR], but found [VARCHAR, VARCHAR, VARCHAR, DOUBLE, DOUBLE, DOUBLE, BIGINT, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, DOUBLE, BIGINT, VARCHAR] instead
ETF AMEX · AUM $1.8B
Key Statistics
AUM$1.8B
Holdings393
Top 10 Wt7.8%
Volume45,094
Avg Volume35,467
Beta1.00
Portfolio Fundamentals
P/E23.4
P/B4.2
Div Yield1.49%
ROE17.5%
% Profitable90%
Inception2004-06-28
Sector Allocation
Technology 18.6%
Industrials 16.6%
Financial Services 14.4%
Healthcare 10.0%
Consumer Cyclical 8.5%
Energy 8.5%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 DELL TECHNOLOGIES INC CLASS C DELL 0.98% $17.1M 34,153
2 MARATHON PETROLEUM MPC 0.84% $14.6M 33,583
3 AUTOMATIC DATA PROCESSING INC ADP 0.80% $14.0M 47,604
4 FORTINET FTNT 0.79% $13.8M 74,570
5 SNOWFLAKE SNOW 0.78% $13.7M 40,535
6 VALERO ENERGY CORP VLO 0.76% $13.3M 34,433
7 PHILLIPS 66 PSX 0.73% $12.8M 47,765
8 CLOUDFLARE CLASS A NET 0.72% $12.6M 38,465
9 BANK OF NEW YORK MELLON CORP BNY 0.68% $12.0M 81,060
10 CSX CSX 0.66% $11.6M 222,201

Recent Holding Changes

Date Holding Change Details
2026-10-28 ECHO Changed 16372 → 16418
2026-10-28 VRSN Changed 9754 → 9781
2026-10-28 BALL Changed 30073 → 30158
2026-10-28 PKG Changed 10656 → 10686
2026-10-28 OTIS Changed 45895 → 46024

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms