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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
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 $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

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.