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Briaud Financial Planning’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-60
Closed -$4K – 182
2025
Q2 		$4K Hold
60
– – ﹤0.01% 296
2025
Q1 		$4K Hold
60
– – ﹤0.01% 167
2024
Q4 		$4K Buy
+60
New +$4.69K ﹤0.01% 166

Other funds holding IMCB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIC
Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Briaud Financial Planning's IMCB Position: Q3 2025 in Review

Briaud Financial Planning sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q3 2025, closing a stake of 60 shares — an estimated $4K sold.

Briaud Financial Planning first reported a position in IMCB in Q4 2024 and held it in 3 quarters. The position peaked at $4K in Q2 2025. 191 funds tracked by Wall St. Rank hold IMCB as of Q3 2025.

  • Briaud Financial Planning reported no remaining iShares Morningstar Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 60 iShares Morningstar Mid-Cap ETF shares in Q3 2025, an estimated $4K.
  • Briaud Financial Planning first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2024 and held it in 3 quarters.
  • Briaud Financial Planning's iShares Morningstar Mid-Cap ETF position peaked at $4K in Q2 2025.
  • 191 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.