Flagstar Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Flagstar Advisors’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	$617K	Buy	6,279 +149	+2%	+$13.4K	0.19%	108
2026 Q1	$483K	Sell	6,130 -394	-6%	-$32.3K	0.17%	114
2025 Q4	$521K	Buy	6,524 +16	+0.2%	+$1.3K	0.17%	111
2025 Q3	$538K	Sell	6,508 -11	-0.2%	-$897	0.16%	116
2025 Q2	$523K	Sell	6,519 -275	-4%	-$20.4K	0.14%	124
2025 Q1	$485K	Sell	6,794 -844	-11%	-$64.3K	0.12%	134
2024 Q4	$577K	Sell	7,638 -40	-0.5%	-$3.06K	0.14%	121
2024 Q3	$560K	Sell	7,678 -146	-2%	-$10.1K	0.14%	120
2024 Q2	$530K	Sell	7,824 -565	-7%	-$38.4K	0.15%	118
2024 Q1	$593K	Sell	8,389 -1,860	-18%	-$124K	0.17%	110
2023 Q4	$661K	Buy	10,249 +987	+11%	+$58K	0.21%	100
2023 Q3	$530K	Buy	9,262 +1,389	+18%	+$83.8K	0.2%	98
2023 Q2	$480K	Sell	7,873 -5,418	-41%	-$311K	0.18%	107
2023 Q1	$765K	Sell	13,291 -1,743	-12%	-$99.6K	0.28%	76
2022 Q4	$810K	Buy	15,034 +32	+0.2%	+$1.72K	0.28%	76
2022 Q3	$756K	Buy	15,002 +1,696	+13%	+$94.6K	0.28%	72
2022 Q2	$691K	Sell	13,306 -3,710	-22%	-$211K	0.26%	76
2022 Q1	$1.09M	Sell	17,016 -1,374	-7%	-$88.5K	0.34%	61
2021 Q4	$1.35M	Buy	18,390 +2,125	+13%	+$155K	0.41%	56
2021 Q3	$1.12M	Buy	+16,265	New	+$1.15M	0.37%	62

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

Flagstar Advisors's IMCG Position: Q2 2026 in Review

Flagstar Advisors increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 2.4% in Q2 2026, buying an estimated $13.4K and bringing the position to 6,279 shares worth $617K. The position accounts for 0.19% of the portfolio, ranked #108.

Flagstar Advisors first reported a position in IMCG in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.35M in Q4 2021. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Flagstar Advisors held 6,279 shares of iShares Morningstar Mid-Cap Growth ETF worth $617K as of Q2 2026.
Flagstar Advisors bought 149 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $13.4K.
iShares Morningstar Mid-Cap Growth ETF made up 0.19% of Flagstar Advisors's portfolio in Q2 2026, its #108 holding.
Flagstar Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2021 and has held it in 20 quarters since.
Flagstar Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.35M in Q4 2021.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Flagstar Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.