Financial Freedom LLC’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Financial Freedom LLC’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	$915K	Buy	9,306 +6	+0.1%	+$541	0.42%	51
2026 Q1	$733K	Buy	9,300 +9	+0.1%	+$737	0.36%	55
2025 Q4	$742K	Sell	9,291 -515	-5%	-$41.9K	0.37%	54
2025 Q3	$811K	Buy	9,806 +11	+0.1%	+$897	0.4%	50
2025 Q2	$786K	Sell	9,795 -2,316	-19%	-$172K	0.42%	49
2025 Q1	$865K	Sell	12,111 -7,377	-38%	-$562K	0.5%	39
2024 Q4	$1.47M	Sell	19,488 -400	-2%	-$30.6K	0.78%	31
2024 Q3	$1.45M	Sell	19,888 -23	-0.1%	-$1.59K	0.77%	33
2024 Q2	$1.35M	Sell	19,911 -18,590	-48%	-$1.26M	0.77%	32
2024 Q1	$2.72M	Sell	38,501 -4,192	-10%	-$279K	1.61%	16
2023 Q4	$2.75M	Sell	42,693 -2,742	-6%	-$161K	1.75%	13
2023 Q3	$2.6M	Sell	45,435 -473	-1%	-$28.5K	1.84%	14
2023 Q2	$2.8M	Buy	45,908 +4,968	+12%	+$285K	1.96%	13
2023 Q1	$2.36M	Buy	40,940 +13,310	+48%	+$761K	1.72%	16
2022 Q4	$1.49M	Buy	+27,630	New	+$1.49M	1%	20

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

Financial Freedom LLC's IMCG Position: Q2 2026 in Review

Financial Freedom LLC increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.06% in Q2 2026, buying an estimated $541 and bringing the position to 9,306 shares worth $915K. The position accounts for 0.42% of the portfolio, ranked #51.

Financial Freedom LLC first reported a position in IMCG in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.8M in Q2 2023. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Financial Freedom LLC held 9,306 shares of iShares Morningstar Mid-Cap Growth ETF worth $915K as of Q2 2026.
Financial Freedom LLC bought 6 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $541.
iShares Morningstar Mid-Cap Growth ETF made up 0.42% of Financial Freedom LLC's portfolio in Q2 2026, its #51 holding.
Financial Freedom LLC first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
Financial Freedom LLC's iShares Morningstar Mid-Cap Growth ETF position peaked at $2.8M in Q2 2023.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.