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Keystone Financial Group (Georgia)’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Keystone Financial Group (Georgia)’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 		$3.93K Hold
40
– – ﹤0.01% 118
2026
Q1 		$3.15K Hold
40
– – ﹤0.01% 123
2025
Q4 		$3.19K Hold
40
– – ﹤0.01% 123
2025
Q3 		$3.29K Hold
40
– – ﹤0.01% 115
2025
Q2 		$3.24K Hold
40
– – ﹤0.01% 129
2025
Q1 		$2.89K Hold
40
– – ﹤0.01% 134
2024
Q4 		$2.99K Buy
+40
New +$3.06K ﹤0.01% 138

Other funds holding IMCG

AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Keystone Financial Group (Georgia)'s IMCG Position: Q2 2026 in Review

Keystone Financial Group (Georgia) held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 40 shares worth $3.93K. The position accounts for ﹤0.01% of the portfolio, ranked #118.

Keystone Financial Group (Georgia) first reported a position in IMCG in Q4 2024 and has held it in 7 quarters since. 133 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Keystone Financial Group (Georgia) held 40 shares of iShares Morningstar Mid-Cap Growth ETF worth $3.93K as of Q2 2026.
  • Keystone Financial Group (Georgia) left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #118 holding.
  • Keystone Financial Group (Georgia) first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.