Financial Gravity Asset Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Financial Gravity Asset Management’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
2026 Q1	$27.4K	Hold	328	–	–	﹤0.01%	397
2025 Q4	$27.1K	Hold	328	–	–	0.01%	326
2025 Q3	$27.2K	Buy	+328	New	+$26.8K	0.01%	375
2025 Q1	$24.3K	Buy	+328	New	+$25.3K	0.01%	447
2024 Q2	$23K	Sell	328 -552	-63%	-$38.9K	0.01%	370
2024 Q1	$59.1K	Hold	880	–	–	0.02%	241
2023 Q4	$59.1K	Buy	+880	New	+$54K	0.02%	241

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

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

Financial Gravity Asset Management's IMCB Position: Q1 2026 in Review

Financial Gravity Asset Management held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q1 2026 at 328 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Financial Gravity Asset Management first reported a position in IMCB in Q4 2023 and has held it in 7 quarters since. The position peaked at $59.1K in Q1 2024. 193 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

Financial Gravity Asset Management held 328 shares of iShares Morningstar Mid-Cap ETF worth $27.4K as of Q1 2026.
Financial Gravity Asset Management left its iShares Morningstar Mid-Cap ETF share count unchanged in Q1 2026.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #397 holding.
Financial Gravity Asset Management first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2023 and has held it in 7 quarters since.
Financial Gravity Asset Management's iShares Morningstar Mid-Cap ETF position peaked at $59.1K in Q1 2024.
193 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.