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

Faithward 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 Q2	$5.09M	Buy	51,753 +29,443	+132%	+$2.66M	0.62%	44
2026 Q1	$1.76M	Buy	22,310 +8,639	+63%	+$708K	0.25%	97
2025 Q4	$1.09M	Buy	13,671 +3,618	+36%	+$294K	0.16%	121
2025 Q3	$832K	Buy	10,053 +2,735	+37%	+$223K	0.12%	129
2025 Q2	$587K	Buy	7,318 +1,021	+16%	+$75.9K	0.09%	149
2025 Q1	$450K	Buy	6,297 +869	+16%	+$66.2K	0.08%	162
2024 Q4	$410K	Buy	5,428 +2,251	+71%	+$172K	0.07%	172
2024 Q3	$232K	Buy	+3,177	New	+$220K	0.04%	247

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

Faithward Advisors's IMCG Position: Q2 2026 in Review

Faithward Advisors increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 132% in Q2 2026, buying an estimated $2.66M and bringing the position to 51,753 shares worth $5.09M. The position accounts for 0.62% of the portfolio, ranked #44.

Faithward Advisors first reported a position in IMCG in Q3 2024 and has held it in 8 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Faithward Advisors held 51,753 shares of iShares Morningstar Mid-Cap Growth ETF worth $5.09M as of Q2 2026.
Faithward Advisors bought 29,443 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.66M.
iShares Morningstar Mid-Cap Growth ETF made up 0.62% of Faithward Advisors's portfolio in Q2 2026, its #44 holding.
Faithward Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Faithward Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.