FC Advisory’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

FC Advisory’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	$259K	Hold	2,637	–	–	0.07%	100
2026 Q1	$208K	Hold	2,637	–	–	0.06%	112
2025 Q4	$211K	Sell	2,637 -748	-22%	-$60.8K	0.06%	114
2025 Q3	$280K	Hold	3,385	–	–	0.08%	99
2025 Q2	$272K	Hold	3,385	–	–	0.08%	98
2025 Q1	$242K	Buy	3,385 +6	+0.2%	+$457	0.08%	99
2024 Q4	$255K	Buy	3,379 +8	+0.2%	+$612	0.09%	97
2024 Q3	$246K	Buy	3,371 +8	+0.2%	+$555	0.08%	98
2024 Q2	$228K	Buy	3,363 +5	+0.1%	+$340	0.08%	94
2024 Q1	$237K	Buy	3,358 +7	+0.2%	+$466	0.09%	92
2023 Q4	$216K	Buy	+3,351	New	+$197K	0.08%	94
2023 Q3	–	Sell	-3,333	Closed	-$203K	–	94
2023 Q2	$203K	Buy	+3,333	New	+$191K	0.08%	92

Other funds holding IMCG

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return