Cedar Mountain Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Cedar Mountain Advisors’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 Q3	$11.4K	Hold	121	–	–	﹤0.01%	432
2026 Q2	$11.9K	Hold	121	–	–	﹤0.01%	460
2026 Q1	$9.5K	Hold	121	–	–	﹤0.01%	471
2025 Q4	$9.7K	Hold	121	–	–	﹤0.01%	252
2025 Q3	$10K	Hold	121	–	–	﹤0.01%	253
2025 Q2	$9.7K	Hold	121	–	–	﹤0.01%	218
2025 Q1	$8.64K	Hold	121	–	–	﹤0.01%	212
2024 Q4	$9.14K	Hold	121	–	–	﹤0.01%	211
2024 Q3	$8.83K	Sell	121 -11	-8%	-$763	﹤0.01%	209
2024 Q2	$8.94K	Hold	132	–	–	﹤0.01%	195
2024 Q1	$9.33K	Hold	132	–	–	﹤0.01%	191
2023 Q4	$8.51K	Hold	132	–	–	﹤0.01%	191
2023 Q3	$7.54K	Hold	132	–	–	﹤0.01%	190
2023 Q2	$8.04K	Hold	132	–	–	﹤0.01%	181
2023 Q1	$7.6K	Hold	132	–	–	﹤0.01%	183
2022 Q4	$7.11K	Hold	132	–	–	﹤0.01%	181
2022 Q3	$7K	Sell	132 -24	-15%	-$1.34K	﹤0.01%	181
2022 Q2	$8K	Hold	156	–	–	﹤0.01%	178
2022 Q1	$10K	Hold	156	–	–	﹤0.01%	173
2021 Q4	$11K	Hold	156	–	–	﹤0.01%	166
2021 Q3	$11K	Hold	156	–	–	﹤0.01%	158
2021 Q2	$11K	Hold	156	–	–	﹤0.01%	161
2021 Q1	$10K	Hold	156	–	–	﹤0.01%	174
2020 Q4	$10K	Sell	156 -48	-24%	-$2.83K	﹤0.01%	173
2020 Q3	$11K	Hold	204	–	–	﹤0.01%	152
2020 Q2	$10K	Sell	204 -30	-13%	-$1.32K	﹤0.01%	153
2020 Q1	$9K	Hold	234	–	–	﹤0.01%	128
2019 Q4	$10K	Buy	+234	New	+$9.8K	﹤0.01%	138

Other funds holding IMCG

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Cedar Mountain Advisors's IMCG Position: Q3 2026 in Review

Cedar Mountain Advisors held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q3 2026 at 121 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Cedar Mountain Advisors first reported a position in IMCG in Q4 2019 and has held it in 28 quarters since. The position peaked at $11.9K in Q2 2026. 111 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

Cedar Mountain Advisors held 121 shares of iShares Morningstar Mid-Cap Growth ETF worth $11.4K as of Q3 2026.
Cedar Mountain Advisors left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #432 holding.
Cedar Mountain Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 28 quarters since.
Cedar Mountain Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $11.9K in Q2 2026.
111 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.