CFS Investment Advisory Services’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

CFS Investment Advisory 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	$272K	Sell	2,793 -557	-17%	-$50.3K	0.02%	327
2026 Q1	$292K	Sell	3,350 -2,702	-45%	-$221K	0.02%	315
2025 Q4	$483K	Sell	6,052 -180	-3%	-$14.6K	0.04%	242
2025 Q3	$518K	Sell	6,232 -80	-1%	-$6.52K	0.04%	233
2025 Q2	$506K	Sell	6,312 -7	-0.1%	-$520	0.04%	226
2025 Q1	$451K	Buy	+6,319	New	+$481K	0.04%	225

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

CFS Investment Advisory Services's IMCG Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 17% in Q2 2026, selling an estimated $50.3K and leaving 2,793 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #327.

CFS Investment Advisory Services first reported a position in IMCG in Q1 2025 and has held it in 6 quarters since. The position peaked at $518K in Q3 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

CFS Investment Advisory Services held 2,793 shares of iShares Morningstar Mid-Cap Growth ETF worth $272K as of Q2 2026.
CFS Investment Advisory Services sold 557 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $50.3K.
iShares Morningstar Mid-Cap Growth ETF made up 0.02% of CFS Investment Advisory Services's portfolio in Q2 2026, its #327 holding.
CFS Investment Advisory Services first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
CFS Investment Advisory Services's iShares Morningstar Mid-Cap Growth ETF position peaked at $518K in Q3 2025.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.