Flagstar Advisors
IMCB icon

Flagstar Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Flagstar Advisors’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
Q3 		$482K Sell
5,104
-3,538
-41% -$346K 0.15% 129
2026
Q2 		$835K Sell
8,642
-153
-2% -$14K 0.25% 92
2026
Q1 		$734K Sell
8,795
-2,614
-23% -$224K 0.27% 90
2025
Q4 		$944K Sell
11,409
-12,255
-52% -$1.01M 0.32% 79
2025
Q3 		$1.97M Sell
23,664
-86
-0.4% -$7.02K 0.6% 44
2025
Q2 		$1.89M Sell
23,750
-436
-2% -$32.7K 0.52% 53
2025
Q1 		$1.79M Buy
24,186
+10
+0% +$771 0.46% 58
2024
Q4 		$1.84M Sell
24,176
-1,073
-4% -$83.9K 0.46% 57
2024
Q3 		$1.92M Sell
25,249
-131
-0.5% -$9.5K 0.49% 51
2024
Q2 		$1.78M Sell
25,380
-1,336
-5% -$94.2K 0.49% 53
2024
Q1 		$1.95M Sell
26,716
-395
-1% -$27.1K 0.54% 48
2023
Q4 		$1.82M Sell
27,111
-569
-2% -$34.9K 0.58% 48
2023
Q3 		$1.66M Sell
27,680
-107
-0.4% -$6.74K 0.63% 45
2023
Q2 		$1.76M Buy
27,787
+31
+0.1% +$1.87K 0.66% 40
2023
Q1 		$1.68M Sell
27,756
-406
-1% -$24.9K 0.61% 41
2022
Q4 		$1.65M Sell
28,162
-1,255
-4% -$73.4K 0.58% 44
2022
Q3 		$1.59M Buy
29,417
+1,095
+4% +$65.4K 0.6% 40
2022
Q2 		$1.6M Sell
28,322
-3,577
-11% -$221K 0.59% 45
2022
Q1 		$2.15M Sell
31,899
-169
-0.5% -$11.2K 0.67% 37
2021
Q4 		$2.28M Sell
32,068
-451
-1% -$31.6K 0.7% 33
2021
Q3 		$2.16M Buy
+32,519
New +$2.21M 0.72% 31

Other funds holding IMCB

Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
Fortitude Financial
Fortitude Financial Spokane, Washington $213M AUM 18.2% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Parsons Capital Management
Parsons Capital Management Providence, Rhode Island $2.29B AUM 21.99% 1-Year Est. Return

Flagstar Advisors's IMCB Position: Q3 2026 in Review

Flagstar Advisors reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 41% in Q3 2026, selling an estimated $346K and leaving 5,104 shares worth $482K. The position accounts for 0.15% of the portfolio, ranked #129.

Flagstar Advisors first reported a position in IMCB in Q3 2021 and has held it in 21 quarters since. The position peaked at $2.28M in Q4 2021. 61 funds tracked by Wall St. Rank hold IMCB as of Q3 2026.

  • Flagstar Advisors held 5,104 shares of iShares Morningstar Mid-Cap ETF worth $482K as of Q3 2026.
  • Flagstar Advisors sold 3,538 iShares Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $346K.
  • iShares Morningstar Mid-Cap ETF made up 0.15% of Flagstar Advisors's portfolio in Q3 2026, its #129 holding.
  • Flagstar Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2021 and has held it in 21 quarters since.
  • Flagstar Advisors's iShares Morningstar Mid-Cap ETF position peaked at $2.28M in Q4 2021.
  • 61 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2026.

Based on Flagstar Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.