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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
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
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