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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
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

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Family Legacy Inc's IMCG Position: Q2 2026 in Review

Family Legacy Inc reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.89% in Q2 2026, selling an estimated $25.8K and leaving 31,889 shares worth $3.13M. The position accounts for 0.84% of the portfolio, ranked #47.

Family Legacy Inc first reported a position in IMCG in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.16M in Q4 2024. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Family Legacy Inc held 31,889 shares of iShares Morningstar Mid-Cap Growth ETF worth $3.13M as of Q2 2026.
  • Family Legacy Inc sold 286 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $25.8K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.84% of Family Legacy Inc's portfolio in Q2 2026, its #47 holding.
  • Family Legacy Inc first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • Family Legacy Inc's iShares Morningstar Mid-Cap Growth ETF position peaked at $3.16M in Q4 2024.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Family Legacy Inc's 13F filing for Q2 2026, filed 6 Aug 2026.