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

IFG Advisory’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	$585K	Buy	+5,948	New	+$537K	0.02%	567
2026 Q1	–	Sell	-5,156	Closed	-$412K	–	608
2025 Q4	$412K	Buy	5,156 +106	+2%	+$8.62K	0.02%	552
2025 Q3	$418K	Buy	5,050 +65	+1%	+$5.3K	0.02%	541
2025 Q2	$400K	Buy	4,985 +159	+3%	+$11.8K	0.02%	525
2025 Q1	$345K	Sell	4,826 -2,623	-35%	-$200K	0.02%	526
2024 Q4	$563K	Buy	+7,449	New	+$570K	0.03%	392
2024 Q3	–	Sell	-6,929	Closed	-$469K	–	498
2024 Q2	$469K	Buy	+6,929	New	+$471K	0.03%	411
2024 Q1	–	Sell	-6,852	Closed	-$442K	–	471
2023 Q4	$442K	Hold	6,852	–	–	0.03%	385
2023 Q3	$391K	Buy	+6,852	New	+$413K	0.03%	391
2023 Q2	–	Sell	-7,030	Closed	-$405K	–	407
2023 Q1	$405K	Buy	7,030 +1,114	+19%	+$63.7K	0.04%	357
2022 Q4	$318K	Buy	5,916 +70	+1%	+$3.77K	0.03%	388
2022 Q3	$294K	Hold	5,846	–	–	0.03%	417
2022 Q2	$303K	Hold	5,846	–	–	0.03%	375
2022 Q1	$375K	Buy	5,846 +1,868	+47%	+$120K	0.04%	354
2021 Q4	$291K	Hold	3,978	–	–	0.03%	408
2021 Q3	$274K	Hold	3,978	–	–	0.03%	412
2021 Q2	$274K	Hold	3,978	–	–	0.03%	406
2021 Q1	$250K	Hold	3,978	–	–	0.03%	423
2020 Q4	$253K	Sell	3,978 -822	-17%	-$48.5K	0.04%	386
2020 Q3	$256K	Hold	4,800	–	–	0.04%	350
2020 Q2	$234K	Buy	+4,800	New	+$211K	0.04%	349
2020 Q1	–	Sell	-4,800	Closed	-$210K	–	390
2019 Q4	$210K	Buy	+4,800	New	+$201K	0.04%	387

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

IFG Advisory's IMCG Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026: 5,948 shares worth $585K. The stake represents 0.02% of the portfolio and ranks #567 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IMCG as recently as Q4 2025.

IFG Advisory first reported a position in IMCG in Q4 2019 and has held it in 22 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

IFG Advisory held 5,948 shares of iShares Morningstar Mid-Cap Growth ETF worth $585K as of Q2 2026.
iShares Morningstar Mid-Cap Growth ETF was a new IFG Advisory position in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.02% of IFG Advisory's portfolio in Q2 2026, its #567 holding.
IFG Advisory first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 22 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.