PFG Investments’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

PFG Investments’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	$517K	Hold	5,356	–	–	0.02%	649
2026 Q1	$447K	Sell	5,356 -798	-13%	-$68.4K	0.02%	658
2025 Q4	$509K	Hold	6,154	–	–	0.02%	567
2025 Q3	$511K	Sell	6,154 -200	-3%	-$16.3K	0.03%	544
2025 Q2	$506K	Buy	6,354 +1,431	+29%	+$107K	0.03%	524
2025 Q1	$365K	Hold	4,923	–	–	0.02%	616
2024 Q4	$375K	Sell	4,923 -1,014	-17%	-$79.3K	0.02%	613
2024 Q3	$451K	Buy	5,937 +1,009	+20%	+$73.3K	0.03%	532
2024 Q2	$345K	Sell	4,928 -48	-1%	-$3.38K	0.02%	594
2024 Q1	$362K	Buy	+4,976	New	+$341K	0.02%	661
2023 Q4	–	Sell	-5,174	Closed	-$309K	–	510
2023 Q3	$309K	Buy	5,174 +200	+4%	+$12.6K	0.06%	343
2023 Q2	$315K	Buy	+4,974	New	+$300K	0.06%	361

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIC

Means Investment Company Bangor, Maine $1.32B AUM 24.33% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

PFG Investments's IMCB Position: Q2 2026 in Review

PFG Investments held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q2 2026 at 5,356 shares worth $517K. The position accounts for 0.02% of the portfolio, ranked #649.

PFG Investments first reported a position in IMCB in Q2 2023 and has held it in 12 quarters since. 201 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

PFG Investments held 5,356 shares of iShares Morningstar Mid-Cap ETF worth $517K as of Q2 2026.
PFG Investments left its iShares Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap ETF made up 0.02% of PFG Investments's portfolio in Q2 2026, its #649 holding.
PFG Investments first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2023 and has held it in 12 quarters since.
201 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.