IFG Advisory’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

IFG Advisory’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 Q2	$25.5K	Buy	+264	New	+$24.1K	﹤0.01%	1566
2025 Q4	–	Sell	-2,455	Closed	-$204K	–	772
2025 Q3	$204K	Buy	+2,455	New	+$200K	0.01%	748
2022 Q2	–	Sell	-3,304	Closed	-$222K	–	495
2022 Q1	$222K	Sell	3,304 -100	-3%	-$6.65K	0.02%	457
2021 Q4	$241K	Buy	3,404 +12	+0.4%	+$841	0.02%	441
2021 Q3	$225K	Buy	3,392 +12	+0.4%	+$814	0.02%	445
2021 Q2	$226K	Buy	3,380 +8	+0.2%	+$526	0.03%	437
2021 Q1	$211K	Sell	3,372 -264	-7%	-$16.1K	0.03%	453
2020 Q4	$212K	Sell	3,636 -1,200	-25%	-$65.7K	0.03%	431
2020 Q3	$242K	Sell	4,836 -608	-11%	-$30.1K	0.04%	360
2020 Q2	$251K	Buy	5,444 +12	+0.2%	+$522	0.05%	337
2020 Q1	$208K	Sell	5,432 -2,488	-31%	-$121K	0.05%	331
2019 Q4	$415K	Hold	7,920	–	–	0.08%	263
2019 Q3	$391K	Buy	+7,920	New	+$386K	0.08%	263

Other funds holding IMCB

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

ACA

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

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

SFG

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

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

IFG Advisory's IMCB Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2026: 264 shares worth $25.5K. The stake represents ﹤0.01% of the portfolio and ranks #1566 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IMCB as recently as Q3 2025.

IFG Advisory first reported a position in IMCB in Q3 2019 and has held it in 13 quarters since. The position peaked at $415K in Q4 2019. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

IFG Advisory held 264 shares of iShares Morningstar Mid-Cap ETF worth $25.5K as of Q2 2026.
iShares Morningstar Mid-Cap ETF was a new IFG Advisory position in Q2 2026.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1566 holding.
IFG Advisory first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2019 and has held it in 13 quarters since.
IFG Advisory's iShares Morningstar Mid-Cap ETF position peaked at $415K in Q4 2019.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.