LaFleur & Godfrey’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

LaFleur & Godfrey’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	$1.18M	Buy	11,989 +732	+7%	+$66.1K	0.14%	80
2026 Q1	$887K	Buy	11,257 +104	+0.9%	+$8.52K	0.11%	85
2025 Q4	$890K	Buy	11,153 +1,426	+15%	+$116K	0.11%	86
2025 Q3	$805K	Buy	9,727 +70	+0.7%	+$5.71K	0.1%	88
2025 Q2	$775K	Buy	9,657 +30	+0.3%	+$2.23K	0.1%	93
2025 Q1	$688K	Buy	9,627 +102	+1%	+$7.77K	0.09%	96
2024 Q4	$719K	Buy	9,525 +532	+6%	+$40.7K	0.1%	93
2024 Q3	$656K	Buy	8,993 +448	+5%	+$31.1K	0.09%	92
2024 Q2	$579K	Buy	8,545 +2,677	+46%	+$182K	0.08%	93
2024 Q1	$415K	Buy	5,868 +2,091	+55%	+$139K	0.06%	100
2023 Q4	$243K	Buy	+3,777	New	+$222K	0.04%	119

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

LaFleur & Godfrey's IMCG Position: Q2 2026 in Review

LaFleur & Godfrey increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 6.5% in Q2 2026, buying an estimated $66.1K and bringing the position to 11,989 shares worth $1.18M. The position accounts for 0.14% of the portfolio, ranked #80.

LaFleur & Godfrey first reported a position in IMCG in Q4 2023 and has held it in 11 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

LaFleur & Godfrey held 11,989 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.18M as of Q2 2026.
LaFleur & Godfrey bought 732 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $66.1K.
iShares Morningstar Mid-Cap Growth ETF made up 0.14% of LaFleur & Godfrey's portfolio in Q2 2026, its #80 holding.
LaFleur & Godfrey first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on LaFleur & Godfrey's 13F filing for Q2 2026, filed 15 Jul 2026.