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

Creative Financial Designs’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 Q1	$12M	Sell	152,746 -711	-0.5%	-$58.2K	0.73%	33
2025 Q4	$12.3M	Buy	153,457 +4,673	+3%	+$380K	0.77%	31
2025 Q3	$12.3M	Buy	148,784 +1,972	+1%	+$161K	0.83%	28
2025 Q2	$11.8M	Sell	146,812 -145,824	-50%	-$10.8M	0.85%	29
2025 Q1	$20.9M	Buy	292,636 +4,804	+2%	+$366K	1.67%	12
2024 Q4	$21.7M	Buy	287,832 +6,431	+2%	+$492K	1.77%	10
2024 Q3	$20.5M	Sell	281,401 -7,761	-3%	-$538K	1.73%	11
2024 Q2	$19.6M	Buy	289,162 +4,948	+2%	+$336K	1.74%	11
2024 Q1	$20.1M	Sell	284,214 -329,214	-54%	-$21.9M	1.9%	8
2023 Q4	$39.5M	Buy	613,428 +286	+0%	+$16.8K	4.02%	1
2023 Q3	$35M	Buy	613,142 +15,309	+3%	+$924K	4.08%	1
2023 Q2	$36.4M	Buy	597,833 +260,266	+77%	+$14.9M	4.29%	1
2023 Q1	$19.4M	Buy	337,567 +10,465	+3%	+$598K	2.54%	6
2022 Q4	$17.6M	Buy	327,102 +31,580	+11%	+$1.7M	2.6%	4
2022 Q3	$14.9M	Buy	295,522 +67,323	+30%	+$3.75M	2.43%	6
2022 Q2	$11.9M	Sell	228,199 -50,136	-18%	-$2.85M	1.95%	9
2022 Q1	$17.9M	Buy	278,335 +4,615	+2%	+$297K	2.72%	3
2021 Q4	$20M	Buy	273,720 +3,960	+1%	+$288K	3.02%	1
2021 Q3	$18.6M	Buy	269,760 +37,274	+16%	+$2.63M	3.07%	1
2021 Q2	$16M	Buy	232,486 +1,180	+0.5%	+$77.8K	2.78%	1
2021 Q1	$14.6M	Buy	231,306 +14,958	+7%	+$969K	2.85%	3
2020 Q4	$13.8M	Buy	216,348 +18,912	+10%	+$1.12M	2.95%	4
2020 Q3	$10.5M	Buy	197,436 +170,694	+638%	+$8.9M	2.6%	4
2020 Q2	$1.31M	Buy	26,742 +4,206	+19%	+$185K	0.4%	51
2020 Q1	$819K	Buy	22,536 +2,448	+12%	+$104K	0.42%	42
2019 Q4	$890K	Buy	20,088 +8,442	+72%	+$354K	0.4%	62
2019 Q3	$460K	Buy	11,646 +3,570	+44%	+$149K	0.25%	83
2019 Q2	$343K	Buy	+8,076	New	+$326K	0.19%	94

Other funds holding IMCG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Financial Designs's IMCG Position: Q1 2026 in Review

Creative Financial Designs reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.46% in Q1 2026, selling an estimated $58.2K and leaving 152,746 shares worth $12M. The position accounts for 0.73% of the portfolio, ranked #33.

Creative Financial Designs first reported a position in IMCG in Q2 2019 and has held it in 28 quarters since. The position peaked at $39.5M in Q4 2023. 401 funds tracked by Wall St. Rank hold IMCG as of Q1 2026.

Creative Financial Designs held 152,746 shares of iShares Morningstar Mid-Cap Growth ETF worth $12M as of Q1 2026.
Creative Financial Designs sold 711 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $58.2K.
iShares Morningstar Mid-Cap Growth ETF made up 0.73% of Creative Financial Designs's portfolio in Q1 2026, its #33 holding.
Creative Financial Designs first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2019 and has held it in 28 quarters since.
Creative Financial Designs's iShares Morningstar Mid-Cap Growth ETF position peaked at $39.5M in Q4 2023.
401 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.