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

Kingdom 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 		– Sell
-531
Closed -$41.8K – 905
2026
Q1 		$41.8K Buy
531
+1
+0.2% +$82 0.01% 291
2025
Q4 		$42.3K Buy
+530
New +$43.1K 0.01% 275

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

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

Kingdom Financial Group sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026, closing a stake of 531 shares — an estimated $41.8K sold.

Kingdom Financial Group first reported a position in IMCG in Q4 2025 and held it in 2 quarters. The position peaked at $42.3K in Q4 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Kingdom Financial Group reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Kingdom Financial Group sold 531 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $41.8K.
  • Kingdom Financial Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2025 and held it in 2 quarters.
  • Kingdom Financial Group's iShares Morningstar Mid-Cap Growth ETF position peaked at $42.3K in Q4 2025.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.