AFG Fiduciary Services’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

AFG Fiduciary Services’s Portfolio IMCG Stock Details IMCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-6,750	Closed	-$544K	–	75
2026 Q1	$544K	Hold	6,750	–	–	0.32%	51
2025 Q4	$545K	Hold	6,750	–	–	0.33%	51
2025 Q3	$556K	Hold	6,750	–	–	0.32%	55
2025 Q2	$541K	Hold	6,750	–	–	0.35%	49
2025 Q1	$467K	Hold	6,750	–	–	0.34%	48
2024 Q4	$520K	Hold	6,750	–	–	0.37%	42
2024 Q3	$501K	Hold	6,750	–	–	0.34%	42
2024 Q2	$468K	Hold	6,750	–	–	0.33%	43
2024 Q1	$472K	Hold	6,750	–	–	0.35%	44
2023 Q4	$428K	Hold	6,750	–	–	0.35%	50
2023 Q3	$384K	Hold	6,750	–	–	0.34%	45
2023 Q2	$420K	Hold	6,750	–	–	0.32%	52
2023 Q1	$389K	Hold	6,750	–	–	0.36%	43
2022 Q4	$364K	Hold	6,750	–	–	0.34%	47
2022 Q3	$340K	Hold	6,750	–	–	0.32%	51
2022 Q2	$351K	Hold	6,750	–	–	0.3%	56
2022 Q1	$434K	Hold	6,750	–	–	0.31%	57
2021 Q4	$494K	Buy	+6,750	New	+$491K	0.35%	46

Other funds holding IMCG

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return