Mayfair Advisory Group’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Mayfair Advisory 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	$579K	Buy	6,170 +5	+0.1%	+$482	0.17%	89
2026 Q2	$586K	Buy	6,165 +1	+0%	+$90	0.18%	86
2026 Q1	$486K	Sell	6,164 -1,353	-18%	-$111K	0.17%	100
2025 Q4	$607K	Sell	7,517 -2,020	-21%	-$164K	0.24%	77
2025 Q3	$789K	Buy	9,537 +6	+0.1%	+$489	0.34%	56
2025 Q2	$765K	Sell	9,531 -3,312	-26%	-$246K	0.36%	54
2025 Q1	$917K	Buy	12,843 +3,552	+38%	+$271K	0.53%	40
2024 Q4	$702K	Buy	9,291 +3,485	+60%	+$267K	0.41%	47
2024 Q3	$423K	Buy	5,806 +144	+3%	+$10K	0.27%	75
2024 Q2	$393K	Buy	5,662 +1,336	+31%	+$90.9K	0.27%	73
2024 Q1	$306K	Buy	4,326 +6	+0.1%	+$400	0.22%	99
2023 Q4	$275K	Buy	4,320 +444	+11%	+$26.1K	0.23%	91
2023 Q3	$225K	Buy	+3,876	New	+$234K	0.22%	108

Other funds holding IMCG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Mayfair Advisory Group's IMCG Position: Q3 2026 in Review

Mayfair Advisory Group increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.08% in Q3 2026, buying an estimated $482 and bringing the position to 6,170 shares worth $579K. The position accounts for 0.17% of the portfolio, ranked #89.

Mayfair Advisory Group first reported a position in IMCG in Q3 2023 and has held it in 13 quarters since. The position peaked at $917K in Q1 2025. 285 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

Mayfair Advisory Group held 6,170 shares of iShares Morningstar Mid-Cap Growth ETF worth $579K as of Q3 2026.
Mayfair Advisory Group bought 5 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $482.
iShares Morningstar Mid-Cap Growth ETF made up 0.17% of Mayfair Advisory Group's portfolio in Q3 2026, its #89 holding.
Mayfair Advisory Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2023 and has held it in 13 quarters since.
Mayfair Advisory Group's iShares Morningstar Mid-Cap Growth ETF position peaked at $917K in Q1 2025.
285 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Mayfair Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.