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	–	–	0.32%	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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AFG Fiduciary Services's IMCG Position: Q2 2026 in Review

AFG Fiduciary Services sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026, closing a stake of 6,750 shares — an estimated $544K sold.

AFG Fiduciary Services first reported a position in IMCG in Q4 2021 and held it in 18 quarters. The position peaked at $556K in Q3 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

AFG Fiduciary Services reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
AFG Fiduciary Services sold 6,750 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $544K.
AFG Fiduciary Services first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 and held it in 18 quarters.
AFG Fiduciary Services's iShares Morningstar Mid-Cap Growth ETF position peaked at $556K in Q3 2025.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.