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Sunburst Financial Group’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Sunburst Financial Group’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 		$23.3M Buy
241,685
+21,037
+10% +$1.92M 3.78% 9
2026
Q1 		$18.4M Buy
220,648
+105,485
+92% +$9.04M 3.39% 10
2025
Q4 		$9.53M Buy
115,163
+3,723
+3% +$308K 1.93% 13
2025
Q3 		$9.26M Buy
111,440
+4,210
+4% +$343K 1.95% 13
2025
Q2 		$8.54M Buy
107,230
+2,958
+3% +$222K 1.91% 12
2025
Q1 		$7.72M Buy
104,272
+2,135
+2% +$165K 1.9% 12
2024
Q4 		$7.78M Buy
102,137
+1,980
+2% +$155K 1.92% 12
2024
Q3 		$7.61M Buy
100,157
+7,235
+8% +$525K 1.93% 12
2024
Q2 		$6.51M Buy
92,922
+6,181
+7% +$436K 1.77% 15
2024
Q1 		$6.28M Buy
86,741
+4,715
+6% +$323K 1.78% 16
2023
Q4 		$5.51M Buy
82,026
+12,086
+17% +$742K 1.7% 14
2023
Q3 		$4.18M Buy
69,940
+3,089
+5% +$195K 1.47% 16
2023
Q2 		$4.23M Buy
66,851
+1,147
+2% +$69.1K 1.48% 18
2023
Q1 		$3.98M Buy
65,704
+3,373
+5% +$207K 1.47% 17
2022
Q4 		$3.66M Buy
62,331
+7,257
+13% +$424K 1.46% 16
2022
Q3 		$2.97M Buy
55,074
+8,566
+18% +$512K 1.44% 16
2022
Q2 		$2.62M Buy
46,508
+33,706
+263% +$2.08M 1.26% 17
2022
Q1 		$862K Buy
+12,802
New +$852K 0.43% 28

Other funds holding IMCB

MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
FF
Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
LCM
Liberty Capital Management Birmingham, Michigan $582M AUM
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

Sunburst Financial Group's IMCB Position: Q2 2026 in Review

Sunburst Financial Group increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 9.5% in Q2 2026, buying an estimated $1.92M and bringing the position to 241,685 shares worth $23.3M. The position accounts for 3.78% of the portfolio, ranked #9.

Sunburst Financial Group first reported a position in IMCB in Q1 2022 and has held it in 18 quarters since. 20 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Sunburst Financial Group held 241,685 shares of iShares Morningstar Mid-Cap ETF worth $23.3M as of Q2 2026.
  • Sunburst Financial Group bought 21,037 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.92M.
  • iShares Morningstar Mid-Cap ETF made up 3.78% of Sunburst Financial Group's portfolio in Q2 2026, its #9 holding.
  • Sunburst Financial Group first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • 20 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.