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

Pacific 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
Q1 		$5.57M Sell
66,732
-1,488
-2% -$127K 3% 9
2025
Q4 		$5.64M Buy
68,220
+8,105
+13% +$670K 3.14% 9
2025
Q3 		$4.99M Sell
60,115
-4,649
-7% -$379K 3.7% 7
2025
Q2 		$5.16M Buy
64,764
+773
+1% +$57.9K 4.03% 6
2025
Q1 		$4.74M Sell
63,991
-1,668
-3% -$129K 3.83% 8
2024
Q4 		$5M Sell
65,659
-4,304
-6% -$337K 3.71% 8
2024
Q3 		$5.32M Sell
69,963
-11,376
-14% -$826K 3.9% 7
2024
Q2 		$5.7M Sell
81,339
-5,781
-7% -$407K 4.04% 6
2024
Q1 		$6.34M Sell
87,120
-2,398
-3% -$164K 4.38% 6
2023
Q4 		$6.01M Sell
89,518
-1,222
-1% -$75K 4.48% 7
2023
Q3 		$5.42M Sell
90,740
-1,765
-2% -$111K 3.53% 12
2023
Q2 		$5.85M Sell
92,505
-2,964
-3% -$178K 3.84% 9
2023
Q1 		$5.79M Sell
95,469
-521
-0.5% -$32K 4.36% 7
2022
Q4 		$5.63M Sell
95,990
-3,700
-4% -$216K 4.22% 7
2022
Q3 		$5.37M Sell
99,690
-10,386
-9% -$620K 4.82% 7
2022
Q2 		$6.2M Buy
110,076
+12,908
+13% +$797K 4.6% 8
2022
Q1 		$6.54M Buy
+97,168
New +$6.46M 4.26% 8
2021
Q4 		– Sell
-105,861
Closed -$7.04M – 63
2021
Q3 		$7.04M Sell
105,861
-2,703
-2% -$183K 5.03% 6
2021
Q2 		$7.28M Sell
108,564
-3,556
-3% -$234K 5.03% 6
2021
Q1 		$7.05M Sell
112,120
-8,800
-7% -$537K 5.69% 6
2020
Q4 		$7.08M Buy
+120,920
New +$6.62M 6.25% 5
2019
Q4 		– Sell
-42,508
Closed -$2.06M – 85
2019
Q3 		$2.06M Sell
42,508
-704
-2% -$34.3K 0.22% 45
2019
Q2 		$2.03M Buy
43,212
+656
+2% +$31.4K 0.25% 42
2019
Q1 		$2M Sell
42,556
-724
-2% -$32.7K 0.24% 42
2018
Q4 		$1.75M Buy
+43,280
New +$1.9M 0.28% 34

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

Pacific Financial Group's IMCB Position: Q1 2026 in Review

Pacific Financial Group reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 2.2% in Q1 2026, selling an estimated $127K and leaving 66,732 shares worth $5.57M. The position accounts for 3% of the portfolio, ranked #9.

Pacific Financial Group first reported a position in IMCB in Q4 2018 and has held it in 25 quarters since. The position peaked at $7.28M in Q2 2021. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

  • Pacific Financial Group held 66,732 shares of iShares Morningstar Mid-Cap ETF worth $5.57M as of Q1 2026.
  • Pacific Financial Group sold 1,488 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $127K.
  • iShares Morningstar Mid-Cap ETF made up 3% of Pacific Financial Group's portfolio in Q1 2026, its #9 holding.
  • Pacific Financial Group first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2018 and has held it in 25 quarters since.
  • Pacific Financial Group's iShares Morningstar Mid-Cap ETF position peaked at $7.28M in Q2 2021.
  • 192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Pacific Financial Group's 13F filing for Q1 2026, filed 14 May 2026.