Strategic Financial Concepts’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Strategic Financial Concepts’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	$319K	Sell	3,244 -142	-4%	-$12.8K	0.09%	174
2026 Q1	$267K	Buy	+3,386	New	+$277K	0.07%	232
2025 Q4	–	Sell	-3,227	Closed	-$267K	–	199
2025 Q3	$267K	Buy	3,227 +6	+0.2%	+$489	0.04%	211
2025 Q2	$258K	Sell	3,221 -248	-7%	-$18.4K	0.04%	218
2025 Q1	$248K	Buy	3,469 +6	+0.2%	+$457	0.05%	270
2024 Q4	$262K	Buy	3,463 +260	+8%	+$19.9K	0.05%	265
2024 Q3	$234K	Buy	3,203 +2,903	+968%	+$201K	0.07%	216
2024 Q2	$20.3K	Sell	300 -3,076	-91%	-$209K	0.01%	333
2024 Q1	$239K	Buy	+3,376	New	+$225K	0.06%	265

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

Strategic Financial Concepts's IMCG Position: Q2 2026 in Review

Strategic Financial Concepts reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 4.2% in Q2 2026, selling an estimated $12.8K and leaving 3,244 shares worth $319K. The position accounts for 0.09% of the portfolio, ranked #174.

Strategic Financial Concepts first reported a position in IMCG in Q1 2024 and has held it in 9 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Strategic Financial Concepts held 3,244 shares of iShares Morningstar Mid-Cap Growth ETF worth $319K as of Q2 2026.
Strategic Financial Concepts sold 142 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $12.8K.
iShares Morningstar Mid-Cap Growth ETF made up 0.09% of Strategic Financial Concepts's portfolio in Q2 2026, its #174 holding.
Strategic Financial Concepts first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.