MFG
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Merit Financial Group’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Merit Financial Group’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 		$2.82M Buy
29,159
+1,387
+5% +$127K 0.02% 611
2026
Q1 		$2.32M Buy
27,772
+113
+0.4% +$9.68K 0.02% 609
2025
Q4 		$2.29M Buy
27,659
+311
+1% +$25.7K 0.02% 595
2025
Q3 		$2.27M Buy
27,348
+94
+0.3% +$7.67K 0.02% 526
2025
Q2 		$2.17M Buy
27,254
+2,618
+11% +$196K 0.02% 493
2025
Q1 		$1.83M Buy
24,636
+68
+0.3% +$5.24K 0.03% 453
2024
Q4 		$1.87M Sell
24,568
-720
-3% -$56.3K 0.03% 366
2024
Q3 		$1.92M Sell
25,288
-1,527
-6% -$111K 0.04% 282
2024
Q2 		$1.88M Sell
26,815
-2,982
-10% -$210K 0.04% 280
2024
Q1 		$2.08M Sell
29,797
-1,261
-4% -$86.4K 0.05% 259
2023
Q4 		$2.08M Buy
31,058
+2,868
+10% +$176K 0.06% 199
2023
Q3 		$1.68M Buy
28,190
+6,420
+29% +$404K 0.06% 248
2023
Q2 		$1.38M Sell
21,770
-660
-3% -$39.7K 0.04% 283
2023
Q1 		$1.36M Buy
22,430
+12
+0.1% +$737 0.05% 247
2022
Q4 		$1.32M Buy
22,418
+274
+1% +$16K 0.05% 250
2022
Q3 		$1.19M Buy
+22,144
New +$1.32M 0.05% 222

Other funds holding IMCB

SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
FF
Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
LCM
Liberty Capital Management Birmingham, Michigan $582M AUM
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

Merit Financial Group's IMCB Position: Q2 2026 in Review

Merit Financial Group increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 5% in Q2 2026, buying an estimated $127K and bringing the position to 29,159 shares worth $2.82M. The position accounts for 0.02% of the portfolio, ranked #611.

Merit Financial Group first reported a position in IMCB in Q3 2022 and has held it in 16 quarters since. 20 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Merit Financial Group held 29,159 shares of iShares Morningstar Mid-Cap ETF worth $2.82M as of Q2 2026.
  • Merit Financial Group bought 1,387 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $127K.
  • iShares Morningstar Mid-Cap ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #611 holding.
  • Merit Financial Group first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • 20 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.