Centaurus Financial’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Centaurus Financial’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	$145K	Hold	1,472	–	–	0.01%	987
2026 Q1	$116K	Buy	1,472 +1	+0.1%	+$82	0.01%	985
2025 Q4	$117K	Buy	1,471 +168	+13%	+$13.7K	0.01%	978
2025 Q3	$108K	Sell	1,303 -13	-1%	-$1.06K	0.01%	998
2025 Q2	$106K	Buy	+1,316	New	+$97.9K	0.01%	926
2025 Q1	–	Sell	-1,360	Closed	-$103K	–	913
2024 Q4	$103K	Buy	+1,360	New	+$104K	0.01%	852
2023 Q3	–	Sell	-2,060	Closed	-$126K	–	776
2023 Q2	$126K	Sell	2,060 -1,173	-36%	-$67.3K	0.01%	679
2023 Q1	$186K	Sell	3,233 -101	-3%	-$5.77K	0.01%	687
2022 Q4	$180K	Sell	3,334 -180	-5%	-$9.7K	0.02%	640
2022 Q3	$177K	Buy	3,514 +12	+0.3%	+$669	0.02%	648
2022 Q2	$182K	Sell	3,502 -9,143	-72%	-$520K	0.02%	652
2022 Q1	$813K	Sell	12,645 -812	-6%	-$52.3K	0.06%	314
2021 Q4	$986K	Sell	13,457 -378	-3%	-$27.5K	0.07%	279
2021 Q3	$953K	Sell	13,835 -1,028	-7%	-$72.6K	0.08%	275
2021 Q2	$1.02M	Buy	14,863 +1,951	+15%	+$129K	0.09%	265
2021 Q1	$814K	Buy	12,912 +9,864	+324%	+$639K	0.08%	273
2020 Q4	$194K	Buy	3,048 +12	+0.4%	+$708	0.02%	558
2020 Q3	$162K	Sell	3,036 -8,208	-73%	-$428K	0.02%	499
2020 Q2	$549K	Buy	+11,244	New	+$495K	0.08%	265
2018 Q3	–	Sell	-222	Closed	-$8K	–	1257
2018 Q2	$8K	Buy	+222	New	+$7.95K	﹤0.01%	1631

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

Centaurus Financial's IMCG Position: Q2 2026 in Review

Centaurus Financial held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 1,472 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #987.

Centaurus Financial first reported a position in IMCG in Q2 2018 and has held it in 20 quarters since. The position peaked at $1.02M in Q2 2021. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Centaurus Financial held 1,472 shares of iShares Morningstar Mid-Cap Growth ETF worth $145K as of Q2 2026.
Centaurus Financial left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.01% of Centaurus Financial's portfolio in Q2 2026, its #987 holding.
Centaurus Financial first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2018 and has held it in 20 quarters since.
Centaurus Financial's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.02M in Q2 2021.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.