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

Integrity Financial’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	$21.2K	Hold	220	–	–	0.01%	235
2026 Q1	$18.4K	Hold	220	–	–	0.01%	238
2025 Q4	$18.2K	Hold	220	–	–	0.01%	230
2025 Q3	$18.3K	Hold	220	–	–	0.01%	233
2025 Q2	$17.5K	Hold	220	–	–	0.01%	229
2025 Q1	$16.3K	Hold	220	–	–	0.01%	213
2024 Q4	$16.8K	Buy	+220	New	+$17.2K	0.01%	201
2023 Q4	–	Sell	-260	Closed	-$15.5K	–	213
2023 Q3	$15.5K	Hold	260	–	–	0.01%	172
2023 Q2	$16.5K	Hold	260	–	–	0.01%	161
2023 Q1	$15.8K	Hold	260	–	–	0.01%	169
2022 Q4	$15.3K	Hold	260	–	–	0.01%	156
2022 Q3	$14K	Hold	260	–	–	0.01%	152
2022 Q2	$15K	Hold	260	–	–	0.01%	152
2022 Q1	$17K	Hold	260	–	–	0.01%	146
2021 Q4	$18K	Buy	+260	New	+$18.2K	0.01%	149

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

Integrity Financial's IMCB Position: Q2 2026 in Review

Integrity Financial held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q2 2026 at 220 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #235.

Integrity Financial first reported a position in IMCB in Q4 2021 and has held it in 15 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Integrity Financial held 220 shares of iShares Morningstar Mid-Cap ETF worth $21.2K as of Q2 2026.
Integrity Financial left its iShares Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap ETF made up 0.01% of Integrity Financial's portfolio in Q2 2026, its #235 holding.
Integrity Financial first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2021 and has held it in 15 quarters since.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Integrity Financial's 13F filing for Q2 2026, filed 31 Jul 2026.