Security National Bank’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Security National Bank’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	-100	Closed	-$7.97K	–	385
2025 Q2	$7.97K	Hold	100	–	–	﹤0.01%	294
2025 Q1	$7.41K	Hold	100	–	–	﹤0.01%	296
2024 Q4	$7.62K	Hold	100	–	–	﹤0.01%	290
2024 Q3	$7.6K	Hold	100	–	–	﹤0.01%	265
2024 Q2	$7.01K	Hold	100	–	–	﹤0.01%	268
2024 Q1	$7.28K	Hold	100	–	–	﹤0.01%	258
2023 Q4	$6.71K	Buy	+100	New	+$6.14K	﹤0.01%	267

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

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

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

Security National Bank's IMCB Position: Q3 2025 in Review

Security National Bank sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q3 2025, closing a stake of 100 shares — an estimated $7.97K sold.

Security National Bank first reported a position in IMCB in Q4 2023 and held it in 7 quarters. The position peaked at $7.97K in Q2 2025. 191 funds tracked by Wall St. Rank hold IMCB as of Q3 2025.

Security National Bank reported no remaining iShares Morningstar Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
Security National Bank sold 100 iShares Morningstar Mid-Cap ETF shares in Q3 2025, an estimated $7.97K.
Security National Bank first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2023 and held it in 7 quarters.
Security National Bank's iShares Morningstar Mid-Cap ETF position peaked at $7.97K in Q2 2025.
191 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2025.

Based on Security National Bank's 13F filing for Q3 2025, filed 20 Oct 2025.