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

HF Advisory Group’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	$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

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

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return