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

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

FC Advisory's IMCG Position: Q2 2026 in Review

FC Advisory held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 2,637 shares worth $259K. The position accounts for 0.07% of the portfolio, ranked #100.

FC Advisory first reported a position in IMCG in Q2 2023 and has held it in 12 quarters since. The position peaked at $280K in Q3 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

FC Advisory held 2,637 shares of iShares Morningstar Mid-Cap Growth ETF worth $259K as of Q2 2026.
FC Advisory left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.07% of FC Advisory's portfolio in Q2 2026, its #100 holding.
FC Advisory first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2023 and has held it in 12 quarters since.
FC Advisory's iShares Morningstar Mid-Cap Growth ETF position peaked at $280K in Q3 2025.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on FC Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.