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IMCB icon

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

TrueFG’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 		$784K Sell
8,123
-448
-5% -$40.9K 0.18% 27
2026
Q1 		$715K Sell
8,571
-48
-0.6% -$4.11K 0.19% 27
2025
Q4 		$713K Sell
8,619
-190
-2% -$15.7K 0.19% 29
2025
Q3 		$732K Sell
8,809
-523
-6% -$42.7K 0.2% 25
2025
Q2 		$743K Sell
9,332
-66
-0.7% -$4.94K 0.22% 23
2025
Q1 		$696K Sell
9,398
-187
-2% -$14.4K 0.23% 22
2024
Q4 		$730K Hold
9,585
– – 0.24% 24
2024
Q3 		$729K Sell
9,585
-138
-1% -$10K 0.24% 23
2024
Q2 		$682K Sell
9,723
-655
-6% -$46.2K 0.25% 23
2024
Q1 		$756K Sell
10,378
-30
-0.3% -$2.06K 0.28% 20
2023
Q4 		$699K Buy
10,408
+139
+1% +$8.54K 0.28% 20
2023
Q3 		$613K Buy
10,269
+25
+0.2% +$1.57K 0.27% 21
2023
Q2 		$648K Sell
10,244
-26
-0.3% -$1.57K 0.28% 21
2023
Q1 		$623K Sell
10,270
-51
-0.5% -$3.13K 0.28% 21
2022
Q4 		$606K Sell
10,321
-42
-0.4% -$2.46K 0.29% 18
2022
Q3 		$558K Buy
+10,363
New +$619K 0.3% 18
2021
Q1 		– Sell
-10,472
Closed -$613K – 35
2020
Q4 		$613K Sell
10,472
-92
-0.9% -$5.04K 0.37% 17
2020
Q3 		$529K Hold
10,564
– – 0.37% 17
2020
Q2 		$487K Hold
10,564
– – 0.37% 17
2020
Q1 		$404K Buy
10,564
+20
+0.2% +$969 0.37% 20
2019
Q4 		$552K Buy
+10,544
New +$535K 0.42% 16

Other funds holding IMCB

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIC
Means Investment Company Bangor, Maine $1.32B AUM 24.33% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

TrueFG's IMCB Position: Q2 2026 in Review

TrueFG reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 5.2% in Q2 2026, selling an estimated $40.9K and leaving 8,123 shares worth $784K. The position accounts for 0.18% of the portfolio, ranked #27.

TrueFG first reported a position in IMCB in Q4 2019 and has held it in 21 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • TrueFG held 8,123 shares of iShares Morningstar Mid-Cap ETF worth $784K as of Q2 2026.
  • TrueFG sold 448 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $40.9K.
  • iShares Morningstar Mid-Cap ETF made up 0.18% of TrueFG's portfolio in Q2 2026, its #27 holding.
  • TrueFG first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2019 and has held it in 21 quarters since.
  • 200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on TrueFG's 13F filing for Q2 2026, filed 16 Jul 2026.