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

Foundations Investment 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
2025
Q3 		– Sell
-3,161
Closed -$252K – 1064
2025
Q2 		$252K Hold
3,161
– – ﹤0.01% 806
2025
Q1 		$234K Buy
3,161
+27
+0.9% +$2.08K ﹤0.01% 783
2024
Q4 		$239K Sell
3,134
-52
-2% -$4.07K ﹤0.01% 734
2024
Q3 		$242K Buy
3,186
+5
+0.2% +$363 0.01% 705
2024
Q2 		$223K Buy
3,181
+119
+4% +$8.39K 0.01% 694
2024
Q1 		$223K Buy
+3,062
New +$210K 0.01% 651

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

Foundations Investment Advisors's IMCB Position: Q3 2025 in Review

Foundations Investment Advisors sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q3 2025, closing a stake of 3,161 shares — an estimated $252K sold.

Foundations Investment Advisors first reported a position in IMCB in Q1 2024 and held it in 6 quarters. The position peaked at $252K in Q2 2025. 191 funds tracked by Wall St. Rank hold IMCB as of Q3 2025.

  • Foundations Investment Advisors reported no remaining iShares Morningstar Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 3,161 iShares Morningstar Mid-Cap ETF shares in Q3 2025, an estimated $252K.
  • Foundations Investment Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2024 and held it in 6 quarters.
  • Foundations Investment Advisors's iShares Morningstar Mid-Cap ETF position peaked at $252K in Q2 2025.
  • 191 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2025.

Based on Foundations Investment Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.