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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
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

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PFG Advisors's IMCG Position: Q2 2026 in Review

PFG Advisors reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 1.4% in Q2 2026, selling an estimated $12.5K and leaving 9,454 shares worth $929K. The position accounts for 0.05% of the portfolio, ranked #388.

PFG Advisors first reported a position in IMCG in Q1 2020 and has held it in 23 quarters since. The position peaked at $3.63M in Q4 2024. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • PFG Advisors held 9,454 shares of iShares Morningstar Mid-Cap Growth ETF worth $929K as of Q2 2026.
  • PFG Advisors sold 138 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $12.5K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.05% of PFG Advisors's portfolio in Q2 2026, its #388 holding.
  • PFG Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2020 and has held it in 23 quarters since.
  • PFG Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $3.63M in Q4 2024.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.