PSI Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

PSI Advisors’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 Q2	–	Sell	-662	Closed	-$49K	–	379
2025 Q1	$49K	Buy	+662	New	+$51K	0.02%	240
2020 Q1	–	Sell	-4,524	Closed	-$237K	–	325
2019 Q4	$237K	Buy	+4,524	New	+$230K	0.15%	119

Other funds holding IMCB

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MIC

Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

PSI Advisors's IMCB Position: Q2 2025 in Review

PSI Advisors sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2025, closing a stake of 662 shares — an estimated $49K sold.

PSI Advisors first reported a position in IMCB in Q4 2019 and held it in 2 quarters. The position peaked at $237K in Q4 2019. 183 funds tracked by Wall St. Rank hold IMCB as of Q2 2025.

PSI Advisors reported no remaining iShares Morningstar Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 662 iShares Morningstar Mid-Cap ETF shares in Q2 2025, an estimated $49K.
PSI Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2019 and held it in 2 quarters.
PSI Advisors's iShares Morningstar Mid-Cap ETF position peaked at $237K in Q4 2019.
183 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.