IMCG — ISHARES MORNINGSTAR MID-CAP GROWTH ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  28 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG) in 28 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 4.02% in 2023 Q4. The latest visible filing shows IMCG at 0.73% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IMCG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in ISHARES MORNINGSTAR MID-CAP GROWTH ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IMCG was reported at 0.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.02% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IMCG stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held IMCG — position size vs. price
% of Fund (quarterly)    IMCG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 152,746 -711 -0.5% 0.73% $12.0M 2026-04-13 $84.66
2025 Q4 ADDED 153,457 +4,673 +3.1% 0.77% $12.3M 2026-02-06 $82.63
2025 Q3 ADDED 148,784 +1,972 +1.3% 0.83% $12.3M 2025-11-14 (Est.) $79.73
2025 Q2 REDUCED 146,812 -145,824 -49.8% 0.85% $11.8M 2025-08-04 $81.10
2025 Q1 ADDED 292,636 +4,804 +1.7% 1.67% $20.9M 2025-04-23 $68.92
2024 Q4 ADDED 287,832 +6,431 +2.3% 1.77% $21.7M 2025-02-10 $79.23
2024 Q3 REDUCED 281,401 -7,761 -2.7% 1.73% $20.5M 2024-10-28 $73.15
2024 Q2 ADDED 289,162 +4,948 +1.7% 1.74% $19.6M 2024-08-06 $65.10
2024 Q1 REDUCED 284,214 -329,214 -53.7% 1.90% $20.1M 2024-05-01 $65.20
2023 Q4 ADDED 613,428 +286 +0.0% 4.02% $39.5M 2024-01-10 $62.48
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IMCG

As of 2026 Q1 — sorted by position size

PTM WEALTH MANAGEMENT, LLC 6.71% CAPITAL WEALTH MANAGEMENT, LLC 3Y 7Y 4.84% OxenFree Capital LLC 4.57% PFS Partners, LLC 3.68% Matrix Trust Co 3Y 2.67% ECLECTIC ASSOCIATES INC /ADV 3Y 2.6% Allegheny Financial Group 3Y 2.34% STEINBERGANNA WEALTH MANAGEMENT 2.0% Scott Capital Advisors, LLC 3Y 1.93% Verde Capital Management 3Y 1.31%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and IMCG

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning IMCG?

CREATIVE FINANCIAL DESIGNS INC /ADV reported IMCG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IMCG position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for IMCG was 4.02% in 2023 Q4.

What is the latest reported IMCG position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 152,746 shares, equal to 0.73% of portfolio, with an estimated market value of $12.0M.

What does the chart on this IMCG ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly IMCG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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