HF Advisory Group’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.48M Buy
15,772
+514
+3% +$49.6K 0.44% 73
2026
Q2
$1.5M Buy
15,258
+92
+0.6% +$8.3K 0.46% 73
2026
Q1
$1.19M Sell
15,166
-414
-3% -$33.9K 0.41% 83
2025
Q4
$1.24M Buy
15,580
+662
+4% +$53.8K 0.43% 81
2025
Q3
$1.23M Buy
14,918
+1,237
+9% +$101K 0.45% 80
2025
Q2
$1.1M Buy
13,681
+812
+6% +$60.4K 0.43% 84
2025
Q1
$919K Buy
12,869
+157
+1% +$12K 0.4% 94
2024
Q4
$960K Buy
12,712
+74
+0.6% +$5.66K 0.44% 83
2024
Q3
$922K Buy
12,638
+2,785
+28% +$193K 0.43% 89
2024
Q2
$668K Buy
9,853
+1,169
+13% +$79.5K 0.35% 104
2024
Q1
$614K Buy
8,684
+284
+3% +$18.9K 0.34% 98
2023
Q4
$541K Buy
8,400
+621
+8% +$36.5K 0.35% 95
2023
Q3
$455K Buy
7,779
+213
+3% +$12.8K 0.34% 96
2023
Q2
$461K Sell
7,566
-324
-4% -$18.6K 0.36% 91
2023
Q1
$454K Sell
7,890
-43
-0.5% -$2.46K 0.4% 82
2022
Q4
$427K Buy
+7,933
New +$427K 0.43% 78

Other funds holding IMCG

HF Advisory Group's IMCG Position: Q3 2026 in Review

HF Advisory Group increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 3.4% in Q3 2026, buying an estimated $49.6K and bringing the position to 15,772 shares worth $1.48M. The position accounts for 0.44% of the portfolio, ranked #73.

HF Advisory Group first reported a position in IMCG in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.5M in Q2 2026. 101 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

  • HF Advisory Group held 15,772 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.48M as of Q3 2026.
  • HF Advisory Group bought 514 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $49.6K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.44% of HF Advisory Group's portfolio in Q3 2026, its #73 holding.
  • HF Advisory Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • HF Advisory Group's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.5M in Q2 2026.
  • 101 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.