First Bank & Trust’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

First Bank & Trust’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	$2.18M	Buy	22,163 +3,964	+22%	+$358K	0.32%	65
2026 Q1	$1.43M	Buy	18,199 +5,056	+38%	+$414K	0.23%	80
2025 Q4	$1.05M	Buy	13,143 +2,406	+22%	+$196K	0.17%	99
2025 Q3	$888K	Buy	10,737 +1,312	+14%	+$107K	0.15%	104
2025 Q2	$756K	Buy	9,425 +1,676	+22%	+$125K	0.13%	111
2025 Q1	$554K	Buy	7,749 +3,560	+85%	+$271K	0.11%	124
2024 Q4	$316K	Buy	+4,189	New	+$321K	0.06%	178
2017 Q2	–	Sell	-132	Closed	-$4K	–	254
2017 Q1	$4K	Buy	+132	New	+$3.75K	﹤0.01%	229

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

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

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