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

Farther Finance 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 Q3	$1.94M	Sell	20,685 -402	-2%	-$38.8K	0.01%	794
2026 Q2	$2.07M	Buy	21,087 +3,325	+19%	+$300K	0.02%	724
2026 Q1	$1.42M	Sell	17,762 -1,294	-7%	-$106K	0.01%	803
2025 Q4	$1.52M	Buy	19,056 +13,258	+229%	+$1.08M	0.02%	700
2025 Q3	$480K	Buy	5,798 +5,775	+25,109%	+$471K	0.01%	1092
2025 Q2	$1.81K	Buy	23 +10	+77%	+$744	﹤0.01%	3733
2025 Q1	$959	Hold	13	–	–	﹤0.01%	3628
2024 Q4	$1.01K	Buy	13 +12	+1,200%	+$918	﹤0.01%	3248
2024 Q3	$94	Sell	1 -1	-50%	-$69	﹤0.01%	3788
2024 Q2	$105	Sell	2 -208	-99%	-$14.1K	﹤0.01%	3594
2024 Q1	$14.7K	Hold	210	–	–	﹤0.01%	1596
2023 Q4	$13.5K	Hold	210	–	–	﹤0.01%	1472
2023 Q3	$12K	Hold	210	–	–	﹤0.01%	1232
2023 Q2	$12.8K	Hold	210	–	–	﹤0.01%	1121
2023 Q1	$12.1K	Hold	210	–	–	﹤0.01%	1048
2022 Q4	$11.3K	Buy	+210	New	+$11.3K	﹤0.01%	907

Other funds holding IMCG

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

RIA

Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

AWA

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors's IMCG Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 1.9% in Q3 2026, selling an estimated $38.8K and leaving 20,685 shares worth $1.94M. The position accounts for 0.01% of the portfolio, ranked #794.

Farther Finance Advisors first reported a position in IMCG in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.07M in Q2 2026. 15 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

Farther Finance Advisors held 20,685 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.94M as of Q3 2026.
Farther Finance Advisors sold 402 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $38.8K.
iShares Morningstar Mid-Cap Growth ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #794 holding.
Farther Finance Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 16 quarters since.
Farther Finance Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $2.07M in Q2 2026.
15 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.