TS Financial Group (TSFG)’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

TS Financial Group (TSFG)’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	$51K	Hold	517	–	–	0.01%	368
2026 Q1	$41K	Hold	517	–	–	0.01%	377
2025 Q4	$41K	Buy	517 +2	+0.4%	+$163	0.01%	367
2025 Q3	$43K	Buy	515 +1	+0.2%	+$82	0.01%	360
2025 Q2	$41K	Buy	514 +1	+0.2%	+$74	0.01%	362
2025 Q1	$37K	Hold	513	–	–	0.01%	363
2024 Q4	$39K	Buy	513 +2	+0.4%	+$153	0.01%	322
2024 Q3	$37K	Buy	511 +1	+0.2%	+$69	0.01%	330
2024 Q2	$35K	Buy	510 +1	+0.2%	+$68	0.01%	312
2024 Q1	$36K	Buy	509 +1	+0.2%	+$67	0.01%	311
2023 Q4	$33K	Buy	508 +2	+0.4%	+$118	0.01%	339
2023 Q3	$29K	Hold	506	–	–	0.01%	370
2023 Q2	$31K	Buy	506 +1	+0.2%	+$57	0.01%	359
2023 Q1	$29K	Buy	505 +1	+0.2%	+$57	0.01%	358
2022 Q4	$27K	Buy	504 +2	+0.4%	+$108	0.01%	367
2022 Q3	$25K	Buy	502 +1	+0.2%	+$56	0.01%	371
2022 Q2	$26K	Buy	+501	New	+$28.5K	0.01%	373

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

TS Financial Group (TSFG)'s IMCG Position: Q2 2026 in Review

TS Financial Group (TSFG) held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 517 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #368.

TS Financial Group (TSFG) first reported a position in IMCG in Q2 2022 and has held it in 17 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

TS Financial Group (TSFG) held 517 shares of iShares Morningstar Mid-Cap Growth ETF worth $51K as of Q2 2026.
TS Financial Group (TSFG) left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #368 holding.
TS Financial Group (TSFG) first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.