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FCG Investment Company’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

FCG Investment Company’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 		$333K Buy
3,391
+1
+0% +$90 0.12% 105
2026
Q1 		$267K Buy
+3,390
New +$278K 0.12% 89

Other funds holding IMCG

AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 19.19% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

FCG Investment Company's IMCG Position: Q2 2026 in Review

FCG Investment Company increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.03% in Q2 2026, buying an estimated $90 and bringing the position to 3,391 shares worth $333K. The position accounts for 0.12% of the portfolio, ranked #105.

FCG Investment Company first reported a position in IMCG in Q1 2026 and has held it in 2 quarters since. 166 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • FCG Investment Company held 3,391 shares of iShares Morningstar Mid-Cap Growth ETF worth $333K as of Q2 2026.
  • FCG Investment Company bought 1 iShares Morningstar Mid-Cap Growth ETF share in Q2 2026, an estimated $90.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.12% of FCG Investment Company's portfolio in Q2 2026, its #105 holding.
  • FCG Investment Company first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 166 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on FCG Investment Company's 13F filing for Q2 2026, filed 13 Jul 2026.