Truist Financial
IMCB icon

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

Truist Financial’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 		$2.66M Buy
28,125
+1,296
+5% +$127K ﹤0.01% 1233
2026
Q2 		$2.59M Sell
26,829
-338
-1% -$30.9K ﹤0.01% 1241
2026
Q1 		$2.27M Sell
27,167
-2,533
-9% -$217K ﹤0.01% 1242
2025
Q4 		$2.46M Buy
29,700
+364
+1% +$30.1K ﹤0.01% 1174
2025
Q3 		$2.44M Buy
29,336
+6,127
+26% +$500K ﹤0.01% 1233
2025
Q2 		$1.85M Sell
23,209
-338
-1% -$25.3K ﹤0.01% 1319
2025
Q1 		$1.74M Buy
23,547
+439
+2% +$33.8K ﹤0.01% 1288
2024
Q4 		$1.76M Sell
23,108
-20
-0.1% -$1.56K ﹤0.01% 1286
2024
Q3 		$1.76M Buy
23,128
+265
+1% +$19.2K ﹤0.01% 1287
2024
Q2 		$1.6M Buy
22,863
+2,466
+12% +$174K ﹤0.01% 1380
2024
Q1 		$1.49M Sell
20,397
-1,749
-8% -$120K ﹤0.01% 1429
2023
Q4 		$1.49M Buy
22,146
+2,016
+10% +$124K ﹤0.01% 1406
2023
Q3 		$1.2M Sell
20,130
-32
-0.2% -$2.02K ﹤0.01% 1484
2023
Q2 		$1.28M Buy
20,162
+2,114
+12% +$127K ﹤0.01% 1460
2023
Q1 		$1.09M Sell
18,048
-4,234
-19% -$260K ﹤0.01% 1513
2022
Q4 		$1.31M Sell
22,282
-583
-3% -$34.1K ﹤0.01% 1423
2022
Q3 		$1.23M Sell
22,865
-117
-0.5% -$6.99K ﹤0.01% 1404
2022
Q2 		$1.3M Sell
22,982
-387
-2% -$23.9K ﹤0.01% 1423
2022
Q1 		$1.57M Buy
23,369
+1,743
+8% +$116K ﹤0.01% 1401
2021
Q4 		$1.54M Sell
21,626
-911
-4% -$63.8K ﹤0.01% 1417
2021
Q3 		$1.5M Sell
22,537
-2,172
-9% -$147K ﹤0.01% 1402
2021
Q2 		$1.66M Sell
24,709
-207
-0.8% -$13.6K ﹤0.01% 1386
2021
Q1 		$1.57M Sell
24,916
-88
-0.4% -$5.37K ﹤0.01% 1355
2020
Q4 		$1.46M Sell
25,004
-900
-3% -$49.3K ﹤0.01% 1316
2020
Q3 		$1.3M Sell
25,904
-1,280
-5% -$63.3K ﹤0.01% 1255
2020
Q2 		$1.25M Sell
27,184
-3,444
-11% -$150K ﹤0.01% 1198
2020
Q1 		$1.17M Sell
30,628
-1,936
-6% -$93.8K ﹤0.01% 1205
2019
Q4 		$1.71M Buy
+32,564
New +$1.65M ﹤0.01% 1201

Other funds holding IMCB

HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Means Investment Company
Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 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

Truist Financial's IMCB Position: Q3 2026 in Review

Truist Financial increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 4.8% in Q3 2026, buying an estimated $127K and bringing the position to 28,125 shares worth $2.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

Truist Financial first reported a position in IMCB in Q4 2019 and has held it in 28 quarters since. 148 funds tracked by Wall St. Rank hold IMCB as of Q3 2026.

  • Truist Financial held 28,125 shares of iShares Morningstar Mid-Cap ETF worth $2.66M as of Q3 2026.
  • Truist Financial bought 1,296 iShares Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $127K.
  • iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #1233 holding.
  • Truist Financial first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2019 and has held it in 28 quarters since.
  • 148 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.