IFP Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

IFP 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 Q2	$618K	Sell	6,283 -90	-1%	-$8.12K	0.01%	952
2026 Q1	$502K	Buy	6,373 +129	+2%	+$10.6K	0.01%	960
2025 Q4	$499K	Sell	6,244 -399	-6%	-$32.4K	0.01%	936
2025 Q3	$550K	Buy	6,643 +233	+4%	+$19K	0.01%	822
2025 Q2	$514K	Sell	6,410 -10,280	-62%	-$764K	0.01%	827
2025 Q1	$1.19M	Sell	16,690 -2,328	-12%	-$177K	0.04%	511
2024 Q4	$1.44M	Buy	19,018 +14,752	+346%	+$1.13M	0.05%	432
2024 Q3	$311K	Sell	4,266 -900	-17%	-$62.4K	0.01%	883
2024 Q2	$350K	Hold	5,166	–	–	0.01%	779
2024 Q1	$365K	Buy	5,166 +168	+3%	+$11.2K	0.02%	723
2023 Q4	$322K	Sell	4,998 -11,780	-70%	-$692K	0.02%	738
2023 Q3	$958K	Buy	16,778 +1,329	+9%	+$80.2K	0.04%	402
2023 Q2	$941K	Buy	15,449 +782	+5%	+$44.9K	0.04%	449
2023 Q1	$3.2M	Sell	14,667 -1,708	-10%	-$97.6K	0.14%	147
2022 Q4	$3.57M	Sell	16,375 -2,017	-11%	-$109K	0.1%	208
2022 Q3	$4.01M	Buy	18,392 +960	+6%	+$53.5K	0.1%	199
2022 Q2	$3.8M	Hold	17,432	–	–	0.12%	184
2022 Q1	$3.8M	Buy	17,432 +7,987	+85%	+$514K	0.12%	184
2021 Q4	$692K	Buy	9,445 +194	+2%	+$14.1K	0.01%	488
2021 Q3	$638K	Buy	9,251 +3,001	+48%	+$212K	0.01%	514
2021 Q2	$429K	Buy	6,250 +946	+18%	+$62.4K	0.01%	595
2021 Q1	$335K	Sell	5,304 -3,468	-40%	-$225K	0.01%	643
2020 Q4	$559K	Buy	8,772 +2,130	+32%	+$126K	0.02%	473
2020 Q3	$355K	Buy	6,642 +4,944	+291%	+$258K	0.02%	523
2020 Q2	$82K	Buy	1,698 +204	+14%	+$8.98K	0.01%	997
2020 Q1	$55K	Buy	+1,494	New	+$63.4K	0.01%	1076
2019 Q1	–	Sell	-504	Closed	-$16K	–	2859
2018 Q4	$16K	Buy	504 +30	+6%	+$1.04K	﹤0.01%	2247
2018 Q3	$19K	Hold	474	–	–	﹤0.01%	2475
2018 Q2	$17K	Hold	474	–	–	﹤0.01%	2571
2018 Q1	$16K	Hold	474	–	–	﹤0.01%	2523
2017 Q4	$16K	Hold	474	–	–	﹤0.01%	2559
2017 Q3	$15K	Hold	474	–	–	﹤0.01%	2790
2017 Q2	$14K	Hold	474	–	–	﹤0.01%	2801
2017 Q1	$14K	Buy	474 +144	+44%	+$4.09K	﹤0.01%	2721
2016 Q4	$9K	Hold	330	–	–	﹤0.01%	2967
2016 Q3	$9K	Buy	+330	New	+$8.89K	﹤0.01%	2896
2016 Q1	–	Sell	-264	Closed	-$7K	–	2869
2015 Q4	$7K	Buy	+264	New	+$6.85K	﹤0.01%	2765

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

IFP Advisors's IMCG Position: Q2 2026 in Review

IFP Advisors reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 1.4% in Q2 2026, selling an estimated $8.12K and leaving 6,283 shares worth $618K. The position accounts for 0.01% of the portfolio, ranked #952.

IFP Advisors first reported a position in IMCG in Q4 2015 and has held it in 37 quarters since. The position peaked at $4.01M in Q3 2022. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

IFP Advisors held 6,283 shares of iShares Morningstar Mid-Cap Growth ETF worth $618K as of Q2 2026.
IFP Advisors sold 90 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $8.12K.
iShares Morningstar Mid-Cap Growth ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #952 holding.
IFP Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2015 and has held it in 37 quarters since.
IFP Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $4.01M in Q3 2022.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.