TrueFG
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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
Q3 		$748K Sell
7,919
-204
-3% -$19.9K 0.17% 29
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% +$1.58K 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

Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 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
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Parsons Capital Management
Parsons Capital Management Providence, Rhode Island $2.29B AUM 21.99% 1-Year Est. Return

TrueFG's IMCB Position: Q3 2026 in Review

TrueFG reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 2.5% in Q3 2026, selling an estimated $19.9K and leaving 7,919 shares worth $748K. The position accounts for 0.17% of the portfolio, ranked #29.

TrueFG first reported a position in IMCB in Q4 2019 and has held it in 22 quarters since. The position peaked at $784K in Q2 2026. 61 funds tracked by Wall St. Rank hold IMCB as of Q3 2026.

  • TrueFG held 7,919 shares of iShares Morningstar Mid-Cap ETF worth $748K as of Q3 2026.
  • TrueFG sold 204 iShares Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $19.9K.
  • iShares Morningstar Mid-Cap ETF made up 0.17% of TrueFG's portfolio in Q3 2026, its #29 holding.
  • TrueFG first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2019 and has held it in 22 quarters since.
  • TrueFG's iShares Morningstar Mid-Cap ETF position peaked at $784K in Q2 2026.
  • 61 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2026.

Based on TrueFG's 13F filing for Q3 2026, filed 14 Oct 2026.