Truist Financial
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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
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 		$1.29M 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 $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIC
Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

Truist Financial's IMCB Position: Q1 2026 in Review

Truist Financial reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 8.5% in Q1 2026, selling an estimated $217K and leaving 27,167 shares worth $2.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Truist Financial first reported a position in IMCB in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.46M in Q4 2025. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

  • Truist Financial held 27,167 shares of iShares Morningstar Mid-Cap ETF worth $2.27M as of Q1 2026.
  • Truist Financial sold 2,533 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $217K.
  • iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1242 holding.
  • Truist Financial first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Truist Financial's iShares Morningstar Mid-Cap ETF position peaked at $2.46M in Q4 2025.
  • 192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.