Bouchey Financial Group’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Bouchey Financial Group’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
2025 Q1	–	Sell	-3,360	Closed	-$256K	–	146
2024 Q4	$256K	Hold	3,360	–	–	0.02%	118
2024 Q3	$255K	Hold	3,360	–	–	0.02%	126
2024 Q2	$235K	Hold	3,360	–	–	0.02%	122
2024 Q1	$245K	Hold	3,360	–	–	0.02%	119
2023 Q4	$226K	Hold	3,360	–	–	0.02%	124
2023 Q3	$202K	Buy	+3,360	New	+$212K	0.02%	123

Other funds holding IMCB

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MIC

Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bouchey Financial Group's IMCB Position: Q1 2025 in Review

Bouchey Financial Group sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2025, closing a stake of 3,360 shares — an estimated $256K sold.

Bouchey Financial Group first reported a position in IMCB in Q3 2023 and held it in 6 quarters. The position peaked at $256K in Q4 2024. 174 funds tracked by Wall St. Rank hold IMCB as of Q1 2025.

Bouchey Financial Group reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
Bouchey Financial Group sold 3,360 iShares Morningstar Mid-Cap ETF shares in Q1 2025, an estimated $256K.
Bouchey Financial Group first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2023 and held it in 6 quarters.
Bouchey Financial Group's iShares Morningstar Mid-Cap ETF position peaked at $256K in Q4 2024.
174 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2025.

Based on Bouchey Financial Group's 13F filing for Q1 2025, filed 9 May 2025.