T
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

SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
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
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 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
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $148M AUM
HPM
Hoxton Planning & Management Shepherdstown, West Virginia $383M AUM 23.37% 1-Year Est. Return
MKW
Mullaney, Keating & Wright Middletown, Connecticut $207M AUM 26.34% 1-Year Est. Return