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 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%	+$9.99K	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

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

Mayfair Advisory Group's IMCG Position: Q2 2026 in Review

Mayfair Advisory Group increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.02% in Q2 2026, buying an estimated $90 and bringing the position to 6,165 shares worth $586K. The position accounts for 0.18% of the portfolio, ranked #86.

Mayfair Advisory Group first reported a position in IMCG in Q3 2023 and has held it in 12 quarters since. The position peaked at $917K in Q1 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Mayfair Advisory Group held 6,165 shares of iShares Morningstar Mid-Cap Growth ETF worth $586K as of Q2 2026.
Mayfair Advisory Group bought 1 iShares Morningstar Mid-Cap Growth ETF share in Q2 2026, an estimated $90.
iShares Morningstar Mid-Cap Growth ETF made up 0.18% of Mayfair Advisory Group's portfolio in Q2 2026, its #86 holding.
Mayfair Advisory Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
Mayfair Advisory Group's iShares Morningstar Mid-Cap Growth ETF position peaked at $917K in Q1 2025.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Mayfair Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.