Marshall Financial Group (Maryland)’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Bought
Maintained
Sold
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

Other funds holding IMCB

Marshall Financial Group (Maryland)'s IMCB Position: Q1 2026 in Review

Marshall Financial Group (Maryland) increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 1.1% in Q1 2026, buying an estimated $4.54K and bringing the position to 4,812 shares worth $401K. The position accounts for 0.06% of the portfolio, ranked #215.

Marshall Financial Group (Maryland) first reported a position in IMCB in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.36M in Q3 2024. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

  • Marshall Financial Group (Maryland) held 4,812 shares of iShares Morningstar Mid-Cap ETF worth $401K as of Q1 2026.
  • Marshall Financial Group (Maryland) bought 53 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $4.54K.
  • iShares Morningstar Mid-Cap ETF made up 0.06% of Marshall Financial Group (Maryland)'s portfolio in Q1 2026, its #215 holding.
  • Marshall Financial Group (Maryland) first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Marshall Financial Group (Maryland)'s iShares Morningstar Mid-Cap ETF position peaked at $2.36M in Q3 2024.
  • 192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2026, filed 13 Apr 2026.