PFG Advisors
IMCG icon

PFG Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

PFG Advisors’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 		$836K Sell
8,904
-550
-6% -$53.1K 0.04% 413
2026
Q2 		$929K Sell
9,454
-138
-1% -$12.5K 0.05% 388
2026
Q1 		$756K Sell
9,592
-356
-4% -$29.2K 0.04% 443
2025
Q4 		$794K Sell
9,948
-28,512
-74% -$2.32M 0.04% 430
2025
Q3 		$3.18M Buy
+38,460
New +$3.14M 0.13% 189
2025
Q2 		– Sell
-41,391
Closed -$2.96M – 689
2025
Q1 		$2.96M Sell
41,391
-6,624
-14% -$505K 0.17% 155
2024
Q4 		$3.63M Sell
48,015
-1,324
-3% -$101K 0.22% 107
2024
Q3 		$3.6M Buy
49,339
+618
+1% +$42.9K 0.23% 108
2024
Q2 		$3.3M Buy
48,721
+13,312
+38% +$905K 0.22% 110
2024
Q1 		$2.5M Sell
35,409
-674
-2% -$44.9K 0.18% 142
2023
Q4 		$2.33M Buy
36,083
+720
+2% +$42.3K 0.19% 139
2023
Q3 		$2.02M Sell
35,363
-243
-0.7% -$14.7K 0.18% 138
2023
Q2 		$2.17M Sell
35,606
-301
-0.8% -$17.3K 0.17% 157
2023
Q1 		$2.07M Buy
35,907
+357
+1% +$20.4K 0.17% 149
2022
Q4 		$1.92M Sell
35,550
-14,283
-29% -$769K 0.19% 147
2022
Q3 		$2.51M Buy
+49,833
New +$2.78M 0.29% 94
2022
Q1 		– Sell
-41,993
Closed -$3.08M – 468
2021
Q4 		$3.08M Buy
41,993
+4,158
+11% +$302K 0.3% 86
2021
Q3 		$2.61M Buy
37,835
+1,859
+5% +$131K 0.29% 97
2021
Q2 		$2.48M Buy
35,976
+3,666
+11% +$242K 0.28% 96
2021
Q1 		$2.04M Buy
32,310
+5,118
+19% +$331K 0.26% 113
2020
Q4 		$1.73M Buy
27,192
+3,306
+14% +$195K 0.29% 100
2020
Q3 		$1.33M Buy
23,886
+13,140
+122% +$685K 0.26% 110
2020
Q2 		$545K Buy
10,746
+5,172
+93% +$228K 0.12% 193
2020
Q1 		$228K Buy
+5,574
New +$236K 0.06% 255

Other funds holding IMCG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Allegheny Financial Group
Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Victory Financial Group
Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

PFG Advisors's IMCG Position: Q3 2026 in Review

PFG Advisors reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 5.8% in Q3 2026, selling an estimated $53.1K and leaving 8,904 shares worth $836K. The position accounts for 0.04% of the portfolio, ranked #413.

PFG Advisors first reported a position in IMCG in Q1 2020 and has held it in 24 quarters since. The position peaked at $3.63M in Q4 2024. 347 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

  • PFG Advisors held 8,904 shares of iShares Morningstar Mid-Cap Growth ETF worth $836K as of Q3 2026.
  • PFG Advisors sold 550 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $53.1K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.04% of PFG Advisors's portfolio in Q3 2026, its #413 holding.
  • PFG Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2020 and has held it in 24 quarters since.
  • PFG Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $3.63M in Q4 2024.
  • 347 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.