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

Larson 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	$305K	Buy	3,103 +161	+5%	+$14.5K	0.01%	697
2026 Q1	$232K	Sell	2,942 -350	-11%	-$28.7K	0.01%	675
2025 Q4	$263K	Sell	3,292 -908	-22%	-$73.8K	0.01%	637
2025 Q3	$347K	Buy	4,200 +70	+2%	+$5.71K	0.01%	568
2025 Q2	$331K	Sell	4,130 -199	-5%	-$14.8K	0.01%	542
2025 Q1	$309K	Hold	4,329	–	–	0.01%	521
2024 Q4	$327K	Hold	4,329	–	–	0.02%	459
2024 Q3	$316K	Buy	+4,329	New	+$300K	0.02%	458
2022 Q3	–	Sell	-49	Closed	-$3K	–	1341
2022 Q2	$3K	Hold	49	–	–	﹤0.01%	964
2022 Q1	$3K	Buy	49 +3	+7%	+$193	﹤0.01%	864
2021 Q4	$3K	Sell	46 -5	-10%	-$364	﹤0.01%	898
2021 Q3	$4K	Buy	51 +13	+34%	+$918	﹤0.01%	718
2021 Q2	$3K	Buy	+38	New	+$2.51K	﹤0.01%	688

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

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

Larson Financial Group increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 5.5% in Q2 2026, buying an estimated $14.5K and bringing the position to 3,103 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #697.

Larson Financial Group first reported a position in IMCG in Q2 2021 and has held it in 13 quarters since. The position peaked at $347K in Q3 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Larson Financial Group held 3,103 shares of iShares Morningstar Mid-Cap Growth ETF worth $305K as of Q2 2026.
Larson Financial Group bought 161 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $14.5K.
iShares Morningstar Mid-Cap Growth ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #697 holding.
Larson Financial Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2021 and has held it in 13 quarters since.
Larson Financial Group's iShares Morningstar Mid-Cap Growth ETF position peaked at $347K in Q3 2025.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.