IFG
IMCG icon

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
Q3 		$2.06M Buy
21,939
+7,371
+51% +$711K 0.04% 450
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

EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
FLI
Family Legacy Inc Greenville, South Carolina $363M AUM 22.81% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Independent Financial Group's IMCG Position: Q3 2026 in Review

Independent Financial Group increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 51% in Q3 2026, buying an estimated $711K and bringing the position to 21,939 shares worth $2.06M. The position accounts for 0.04% of the portfolio, ranked #450.

Independent Financial Group first reported a position in IMCG in Q1 2020 and has held it in 27 quarters since. 32 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

  • Independent Financial Group held 21,939 shares of iShares Morningstar Mid-Cap Growth ETF worth $2.06M as of Q3 2026.
  • Independent Financial Group bought 7,371 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $711K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.04% of Independent Financial Group's portfolio in Q3 2026, its #450 holding.
  • Independent Financial Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2020 and has held it in 27 quarters since.
  • 32 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.