Sunburst Financial Group
IMCB icon

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
Q3 		$21.4M Sell
226,124
-15,561
-6% -$1.52M 3.38% 10
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 		$9.5M 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

Means Investment Company
Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
NWA
Northwest Wealth Advisors Bellingham, Washington $202M AUM 16.44% 1-Year Est. Return
Steele Capital Management
Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
Fortitude Financial
Fortitude Financial Spokane, Washington $213M AUM 18.2% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sunburst Financial Group's IMCB Position: Q3 2026 in Review

Sunburst Financial Group reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 6.4% in Q3 2026, selling an estimated $1.52M and leaving 226,124 shares worth $21.4M. The position accounts for 3.38% of the portfolio, ranked #10.

Sunburst Financial Group first reported a position in IMCB in Q1 2022 and has held it in 19 quarters since. The position peaked at $23.3M in Q2 2026. 90 funds tracked by Wall St. Rank hold IMCB as of Q3 2026.

  • Sunburst Financial Group held 226,124 shares of iShares Morningstar Mid-Cap ETF worth $21.4M as of Q3 2026.
  • Sunburst Financial Group sold 15,561 iShares Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $1.52M.
  • iShares Morningstar Mid-Cap ETF made up 3.38% of Sunburst Financial Group's portfolio in Q3 2026, its #10 holding.
  • Sunburst Financial Group first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2022 and has held it in 19 quarters since.
  • Sunburst Financial Group's iShares Morningstar Mid-Cap ETF position peaked at $23.3M in Q2 2026.
  • 90 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2026.

Based on Sunburst Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.