PFGIA
IMCB icon

Patriot Financial Group Insurance Agency’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Patriot Financial Group Insurance Agency’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
2025
Q3 		– Sell
-38,738
Closed -$3.09M – 538
2025
Q2 		$3.09M Buy
38,738
+3,096
+9% +$232K 0.35% 66
2025
Q1 		$2.64M Buy
35,642
+17,519
+97% +$1.35M 0.35% 64
2024
Q4 		$1.38M Buy
18,123
+1,300
+8% +$102K 0.19% 125
2024
Q3 		$1.28M Buy
16,823
+1,397
+9% +$101K 0.17% 139
2024
Q2 		$1.08M Sell
15,426
-13
-0.1% -$916 0.16% 146
2024
Q1 		$1.12M Buy
15,439
+224
+1% +$15.3K 0.18% 131
2023
Q4 		$1.02M Buy
15,215
+123
+0.8% +$7.55K 0.19% 127
2023
Q3 		$901K Buy
15,092
+488
+3% +$30.7K 0.19% 144
2023
Q2 		$924K Buy
14,604
+358
+3% +$21.6K 0.17% 141
2023
Q1 		$864K Buy
14,246
+1,040
+8% +$63.8K 0.18% 134
2022
Q4 		$775K Buy
13,206
+1,511
+13% +$88.4K 0.1% 141
2022
Q3 		$630K Buy
11,695
+7,997
+216% +$478K 0.15% 161
2022
Q2 		$208K Buy
3,698
+3,068
+487% +$189K 0.04% 370
2022
Q1 		$42K Buy
+630
New +$41.9K 0.01% 830

Other funds holding IMCB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIC
Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IMCB Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q3 2025, closing a stake of 38,738 shares — an estimated $3.09M sold.

Patriot Financial Group Insurance Agency first reported a position in IMCB in Q1 2022 and held it in 14 quarters. The position peaked at $3.09M in Q2 2025. 191 funds tracked by Wall St. Rank hold IMCB as of Q3 2025.

  • Patriot Financial Group Insurance Agency reported no remaining iShares Morningstar Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 38,738 iShares Morningstar Mid-Cap ETF shares in Q3 2025, an estimated $3.09M.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2022 and held it in 14 quarters.
  • Patriot Financial Group Insurance Agency's iShares Morningstar Mid-Cap ETF position peaked at $3.09M in Q2 2025.
  • 191 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.