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Family Legacy Inc’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Family Legacy Inc’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 		$2.89M Sell
30,782
-1,107
-3% -$107K 0.8% 50
2026
Q2 		$3.13M Sell
31,889
-286
-0.9% -$25.8K 0.84% 47
2026
Q1 		$2.53M Sell
32,175
-6,526
-17% -$535K 0.76% 52
2025
Q4 		$3.09M Buy
38,701
+1,090
+3% +$88.6K 0.93% 43
2025
Q3 		$3.11M Sell
37,611
-529
-1% -$43.1K 0.95% 42
2025
Q2 		$3.06M Buy
38,140
+477
+1% +$35.5K 1% 40
2025
Q1 		$2.69M Sell
37,663
-3,641
-9% -$277K 0.92% 44
2024
Q4 		$3.16M Sell
41,304
-553
-1% -$42.3K 1.07% 36
2024
Q3 		$3.05M Sell
41,857
-1,448
-3% -$100K 1.02% 40
2024
Q2 		$2.93M Buy
43,305
+1,001
+2% +$68.1K 1.05% 38
2024
Q1 		$2.99M Sell
42,304
-1,424
-3% -$94.8K 1.08% 38
2023
Q4 		$2.82M Sell
43,728
-1,900
-4% -$112K 1.08% 39
2023
Q3 		$2.61M Sell
45,628
-953
-2% -$57.5K 1.09% 36
2023
Q2 		$2.84M Buy
46,581
+1,326
+3% +$76.1K 1.14% 38
2023
Q1 		$2.6M Sell
45,255
-76
-0.2% -$4.34K 1.11% 40
2022
Q4 		$2.61M Buy
45,331
+7,852
+21% +$423K 1.14% 37
2022
Q3 		$1.89M Buy
37,479
+250
+0.7% +$13.9K 0.95% 44
2022
Q2 		$1.96M Buy
37,229
+5,991
+19% +$341K 0.93% 45
2022
Q1 		$2.01M Buy
31,238
+21,641
+225% +$1.39M 0.84% 50
2021
Q4 		$665K Sell
9,597
-28
-0.3% -$2.04K 0.27% 88
2021
Q3 		$670K Buy
9,625
+206
+2% +$14.5K 0.3% 84
2021
Q2 		$655K Buy
9,419
+605
+7% +$39.9K 0.29% 82
2021
Q1 		$556K Buy
+8,814
New +$571K 0.27% 83

Other funds holding IMCG

EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
PIAS
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return

Family Legacy Inc's IMCG Position: Q3 2026 in Review

Family Legacy Inc reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 3.5% in Q3 2026, selling an estimated $107K and leaving 30,782 shares worth $2.89M. The position accounts for 0.8% of the portfolio, ranked #50.

Family Legacy Inc first reported a position in IMCG in Q1 2021 and has held it in 23 quarters since. The position peaked at $3.16M in Q4 2024. 40 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

  • Family Legacy Inc held 30,782 shares of iShares Morningstar Mid-Cap Growth ETF worth $2.89M as of Q3 2026.
  • Family Legacy Inc sold 1,107 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $107K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.8% of Family Legacy Inc's portfolio in Q3 2026, its #50 holding.
  • Family Legacy Inc first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2021 and has held it in 23 quarters since.
  • Family Legacy Inc's iShares Morningstar Mid-Cap Growth ETF position peaked at $3.16M in Q4 2024.
  • 40 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Family Legacy Inc's 13F filing for Q3 2026, filed 13 Oct 2026.