BFC Planning, Inc.’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

BFC Planning, Inc.’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	$620K	Buy	6,307 +2,350	+59%	+$212K	0.03%	534
2026 Q1	$312K	Sell	3,957 -122	-3%	-$10K	0.01%	721
2025 Q4	$326K	Sell	4,079 -171	-4%	-$13.9K	0.01%	684
2025 Q3	$352K	Buy	4,250 +3	+0.1%	+$245	0.03%	481
2025 Q2	$341K	Sell	4,247 -268	-6%	-$19.9K	0.03%	453
2025 Q1	$322K	Sell	4,515 -94	-2%	-$7.16K	0.03%	448
2024 Q4	$348K	Buy	+4,609	New	+$353K	0.03%	432

Other funds holding IMCG

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 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

Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFC Planning, Inc.'s IMCG Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 59% in Q2 2026, buying an estimated $212K and bringing the position to 6,307 shares worth $620K. The position accounts for 0.03% of the portfolio, ranked #534.

BFC Planning, Inc. first reported a position in IMCG in Q4 2024 and has held it in 7 quarters since. 427 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

BFC Planning, Inc. held 6,307 shares of iShares Morningstar Mid-Cap Growth ETF worth $620K as of Q2 2026.
BFC Planning, Inc. bought 2,350 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $212K.
iShares Morningstar Mid-Cap Growth ETF made up 0.03% of BFC Planning, Inc.'s portfolio in Q2 2026, its #534 holding.
BFC Planning, Inc. first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
427 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.