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Independent Financial Group’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Independent Financial 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 		$1.43M Sell
14,568
-554
-4% -$50K 0.03% 567
2026
Q1 		$1.19M Buy
15,122
+253
+2% +$20.7K 0.03% 563
2025
Q4 		$1.19M Buy
14,869
+1,319
+10% +$107K 0.03% 559
2025
Q3 		$1.12M Buy
13,550
+1,714
+14% +$140K 0.03% 569
2025
Q2 		$950K Buy
11,836
+1,311
+12% +$97.5K 0.03% 563
2025
Q1 		$752K Sell
10,525
-240
-2% -$18.3K 0.03% 565
2024
Q4 		$813K Buy
10,765
+749
+7% +$57.3K 0.03% 534
2024
Q3 		$731K Sell
10,016
-183
-2% -$12.7K 0.03% 533
2024
Q2 		$691K Buy
10,199
+2,983
+41% +$203K 0.03% 501
2024
Q1 		$510K Buy
7,216
+625
+9% +$41.6K 0.02% 575
2023
Q4 		$425K Buy
6,591
+674
+11% +$39.6K 0.02% 601
2023
Q3 		$338K Sell
5,917
-120
-2% -$7.24K 0.02% 613
2023
Q2 		$368K Hold
6,037
– – 0.03% 566
2023
Q1 		$347K Hold
6,037
– – 0.03% 557
2022
Q4 		$325K Sell
6,037
-33
-0.5% -$1.78K 0.03% 535
2022
Q3 		$306K Hold
6,070
– – 0.03% 534
2022
Q2 		$315K Buy
6,070
+593
+11% +$33.8K 0.03% 491
2022
Q1 		$352K Hold
5,477
– – 0.03% 544
2021
Q4 		$401K Buy
5,477
+59
+1% +$4.29K 0.03% 487
2021
Q3 		$373K Sell
5,418
-2,466
-31% -$174K 0.04% 454
2021
Q2 		$543K Sell
7,884
-1,644
-17% -$108K 0.06% 344
2021
Q1 		$601K Hold
9,528
– – 0.08% 287
2020
Q4 		$607K Buy
9,528
+12
+0.1% +$708 0.09% 260
2020
Q3 		$508K Buy
9,516
+1,830
+24% +$95.4K 0.1% 233
2020
Q2 		$376K Buy
7,686
+276
+4% +$12.2K 0.08% 268
2020
Q1 		$269K Buy
+7,410
New +$314K 0.08% 273

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Independent Financial Group's IMCG Position: Q2 2026 in Review

Independent Financial Group reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 3.7% in Q2 2026, selling an estimated $50K and leaving 14,568 shares worth $1.43M. The position accounts for 0.03% of the portfolio, ranked #567.

Independent Financial Group first reported a position in IMCG in Q1 2020 and has held it in 26 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Independent Financial Group held 14,568 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.43M as of Q2 2026.
  • Independent Financial Group sold 554 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $50K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #567 holding.
  • Independent Financial Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.