Flagstar Advisors
IMCG icon

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
Q3 		$507K Sell
5,405
-874
-14% -$84.3K 0.15% 123
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% -$100K 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

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Victory Financial Group
Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $439M AUM 11.84% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Flagstar Advisors's IMCG Position: Q3 2026 in Review

Flagstar Advisors reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 14% in Q3 2026, selling an estimated $84.3K and leaving 5,405 shares worth $507K. The position accounts for 0.15% of the portfolio, ranked #123.

Flagstar Advisors first reported a position in IMCG in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.35M in Q4 2021. 179 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

  • Flagstar Advisors held 5,405 shares of iShares Morningstar Mid-Cap Growth ETF worth $507K as of Q3 2026.
  • Flagstar Advisors sold 874 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $84.3K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.15% of Flagstar Advisors's portfolio in Q3 2026, its #123 holding.
  • Flagstar Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2021 and has held it in 21 quarters since.
  • Flagstar Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.35M in Q4 2021.
  • 179 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Flagstar Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.