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

Financial Gravity Companies’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
Q2 		$26.1K Buy
+328
New +$24.6K 0.01% 403
2024
Q4 		$25K Hold
328
– – 0.01% 406
2024
Q3 		$24.9K Buy
+328
New +$23.8K 0.01% 250

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Financial Gravity Companies's IMCB Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2025: 328 shares worth $26.1K. The stake represents 0.01% of the portfolio and ranks #403 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IMCB as recently as Q4 2024.

Financial Gravity Companies first reported a position in IMCB in Q3 2024 and has held it in 3 quarters since. 183 funds tracked by Wall St. Rank hold IMCB as of Q2 2025.

  • Financial Gravity Companies held 328 shares of iShares Morningstar Mid-Cap ETF worth $26.1K as of Q2 2025.
  • iShares Morningstar Mid-Cap ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares Morningstar Mid-Cap ETF made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #403 holding.
  • Financial Gravity Companies first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2024 and has held it in 3 quarters since.
  • 183 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.