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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
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$460K Sell
4,763
-49
-1% -$4.47K 0.07% 218
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

Other funds holding IMCB

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
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

Marshall Financial Group (Maryland)'s IMCB Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 1% in Q2 2026, selling an estimated $4.47K and leaving 4,763 shares worth $460K. The position accounts for 0.07% of the portfolio, ranked #218.

Marshall Financial Group (Maryland) first reported a position in IMCB in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.36M in Q3 2024. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Marshall Financial Group (Maryland) held 4,763 shares of iShares Morningstar Mid-Cap ETF worth $460K as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 49 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $4.47K.
  • iShares Morningstar Mid-Cap ETF made up 0.07% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #218 holding.
  • Marshall Financial Group (Maryland) first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Marshall Financial Group (Maryland)'s iShares Morningstar Mid-Cap ETF position peaked at $2.36M in Q3 2024.
  • 200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.