TS Financial Group (TSFG)’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

TS Financial Group (TSFG)’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	$41K	Hold	420	–	–	0.01%	402
2026 Q1	$35K	Hold	420	–	–	0.01%	397
2025 Q4	$35K	Hold	420	–	–	0.01%	394
2025 Q3	$35K	Hold	420	–	–	0.01%	392
2025 Q2	$33K	Hold	420	–	–	0.01%	390
2025 Q1	$31K	Hold	420	–	–	0.01%	384
2024 Q4	$32K	Hold	420	–	–	0.01%	347
2024 Q3	$32K	Hold	420	–	–	0.01%	345
2024 Q2	$29K	Hold	420	–	–	0.01%	338
2024 Q1	$31K	Sell	420 -67	-14%	-$4.59K	0.01%	334
2023 Q4	$33K	Buy	487 +1	+0.2%	+$61	0.01%	338
2023 Q3	$29K	Hold	486	–	–	0.01%	369
2023 Q2	$31K	Buy	486 +66	+16%	+$3.97K	0.01%	358
2023 Q1	$25K	Hold	420	–	–	0.01%	377
2022 Q4	$25K	Hold	420	–	–	0.01%	379
2022 Q3	$23K	Hold	420	–	–	0.01%	385
2022 Q2	$24K	Hold	420	–	–	0.01%	381
2022 Q1	$28K	Hold	420	–	–	0.01%	365
2021 Q4	$30K	Hold	420	–	–	0.01%	366
2021 Q3	$28K	Hold	420	–	–	0.01%	385
2021 Q2	$28K	Hold	420	–	–	0.01%	385
2021 Q1	$26K	Hold	420	–	–	0.01%	335
2020 Q4	$25K	Hold	420	–	–	0.01%	343
2020 Q3	$21K	Hold	420	–	–	0.01%	327
2020 Q2	$19K	Hold	420	–	–	0.01%	328
2020 Q1	$16K	Hold	420	–	–	0.01%	312
2019 Q4	$22K	Hold	420	–	–	0.02%	322
2019 Q3	$21K	Hold	420	–	–	0.02%	310
2019 Q2	$20K	Hold	420	–	–	0.02%	308
2019 Q1	$20K	Buy	+420	New	+$19K	0.02%	306

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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

TS Financial Group (TSFG)'s IMCB Position: Q2 2026 in Review

TS Financial Group (TSFG) held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q2 2026 at 420 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #402.

TS Financial Group (TSFG) first reported a position in IMCB in Q1 2019 and has held it in 30 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

TS Financial Group (TSFG) held 420 shares of iShares Morningstar Mid-Cap ETF worth $41K as of Q2 2026.
TS Financial Group (TSFG) left its iShares Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap ETF made up 0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #402 holding.
TS Financial Group (TSFG) first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2019 and has held it in 30 quarters since.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.