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Principal Securities’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Principal Securities’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
Q4 		– Sell
-316
Closed -$26.2K – 2400
2025
Q3 		$26.2K Hold
316
– – ﹤0.01% 2273
2025
Q2 		$25.2K Sell
316
-92
-23% -$6.89K ﹤0.01% 2205
2025
Q1 		$31.1K Buy
408
+140
+52% +$10.8K ﹤0.01% 1971
2024
Q4 		$20.4K Hold
268
– – ﹤0.01% 2184
2024
Q3 		$20.4K Buy
268
+100
+60% +$7.26K ﹤0.01% 2116
2024
Q2 		$11.8K Buy
168
+62
+58% +$4.37K ﹤0.01% 2319
2024
Q1 		$7.72K Hold
106
– – ﹤0.01% 2455
2023
Q4 		$7.12K Buy
+106
New +$6.51K ﹤0.01% 2403

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

Principal Securities's IMCB Position: Q4 2025 in Review

Principal Securities sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2025, closing a stake of 316 shares — an estimated $26.2K sold.

Principal Securities first reported a position in IMCB in Q4 2023 and held it in 8 quarters. The position peaked at $31.1K in Q1 2025. 202 funds tracked by Wall St. Rank hold IMCB as of Q4 2025.

  • Principal Securities reported no remaining iShares Morningstar Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 316 iShares Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $26.2K.
  • Principal Securities first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's iShares Morningstar Mid-Cap ETF position peaked at $31.1K in Q1 2025.
  • 202 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.