IF
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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
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return