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MFGM
Marshall Financial Group (Maryland)’s
iShares Morningstar Mid-Cap ETF
IMCB
Stock Holding History
Marshall Financial Group (Maryland)’s Portfolio
IMCB Stock Details
IMCB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$401K
Buy
4,812
+53
+1%
+$4.54K
0.06%
215
2025
Q4
$394K
Sell
4,759
-679
-12%
-$56.1K
0.08%
216
2025
Q3
$452K
Sell
5,438
-162
-3%
-$13.2K
0.09%
188
2025
Q2
$450K
Sell
5,600
-621
-10%
-$46.5K
0.09%
189
2025
Q1
$461K
Sell
6,221
-23,940
-79%
-$1.85M
0.1%
167
2024
Q4
$2.3M
Sell
30,161
-847
-3%
-$66.3K
0.56%
40
2024
Q3
$2.36M
Buy
31,008
+101
+0.3%
+$7.33K
0.56%
39
2024
Q2
$2.17M
Sell
30,907
-83
-0.3%
-$5.85K
0.61%
42
2024
Q1
$2.26M
Buy
30,990
+2,954
+11%
+$202K
0.65%
40
2023
Q4
$1.88M
Sell
28,036
-866
-3%
-$53.2K
0.61%
45
2023
Q3
$1.73M
Sell
28,902
-588
-2%
-$37K
0.62%
45
2023
Q2
$1.87M
Sell
29,490
-2,440
-8%
-$147K
0.64%
44
2023
Q1
$1.94M
Buy
31,930
+144
+0.5%
+$8.84K
0.69%
38
2022
Q4
$1.86M
Buy
31,786
+3,274
+11%
+$191K
0.72%
39
2022
Q3
$1.54M
Buy
28,512
+77
+0.3%
+$4.6K
0.65%
38
2022
Q2
$1.6M
Buy
28,435
+5,904
+26%
+$365K
0.64%
37
2022
Q1
$1.52M
Buy
22,531
+5,170
+30%
+$344K
0.62%
43
2021
Q4
$1.23M
Sell
17,361
-789
-4%
-$55.3K
0.45%
73
2021
Q3
$1.21M
Buy
18,150
+646
+4%
+$43.8K
0.62%
46
2021
Q2
$1.17M
Buy
17,504
+820
+5%
+$53.9K
0.63%
42
2021
Q1
$1.05M
Buy
16,684
+252
+2%
+$15.4K
0.63%
63
2020
Q4
$962K
Buy
+16,432
New
+$899K
0.63%
67
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1-Year Est. Return
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1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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