Financial Freedom LLC’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Financial Freedom LLC’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 Q4	–	Sell	-936	Closed	-$77.7K	–	356
2025 Q3	$77.7K	Hold	936	–	–	0.04%	153
2025 Q2	$74.6K	Hold	936	–	–	0.04%	154
2025 Q1	$69.3K	Hold	936	–	–	0.04%	155
2024 Q4	$71.3K	Hold	936	–	–	0.04%	147
2024 Q3	$71.2K	Hold	936	–	–	0.04%	147
2024 Q2	$65.6K	Hold	936	–	–	0.04%	152
2024 Q1	$68.2K	Hold	936	–	–	0.04%	145
2023 Q4	$62.8K	Hold	936	–	–	0.04%	145
2023 Q3	$55.9K	Hold	936	–	–	0.04%	145
2023 Q2	$59.2K	Hold	936	–	–	0.04%	141
2023 Q1	$56.8K	Hold	936	–	–	0.04%	141
2022 Q4	$54.9K	Buy	+936	New	+$54.7K	0.04%	141

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIC

Means Investment Company Bangor, Maine $1.32B AUM 24.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MTC

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

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

Financial Freedom LLC's IMCB Position: Q4 2025 in Review

Financial Freedom LLC sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2025, closing a stake of 936 shares — an estimated $77.7K sold.

Financial Freedom LLC first reported a position in IMCB in Q4 2022 and held it in 12 quarters. The position peaked at $77.7K in Q3 2025. 202 funds tracked by Wall St. Rank hold IMCB as of Q4 2025.

Financial Freedom LLC reported no remaining iShares Morningstar Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Financial Freedom LLC sold 936 iShares Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $77.7K.
Financial Freedom LLC first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2022 and held it in 12 quarters.
Financial Freedom LLC's iShares Morningstar Mid-Cap ETF position peaked at $77.7K in Q3 2025.
202 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2025.

Based on Financial Freedom LLC's 13F filing for Q4 2025, filed 17 Feb 2026.