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Bedel Financial Consulting’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Bedel Financial Consulting’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 		$16.5M Buy
167,366
+2,226
+1% +$201K 1.55% 8
2026
Q1 		$13M Buy
165,140
+5,817
+4% +$477K 1.46% 9
2025
Q4 		$12.7M Buy
159,323
+4,163
+3% +$338K 1.37% 11
2025
Q3 		$12.8M Buy
155,160
+4,015
+3% +$327K 1.64% 10
2025
Q2 		$12.1M Sell
151,145
-6
-0% -$446 1.65% 8
2025
Q1 		$11M Buy
151,151
+58,942
+64% +$4.49M 1.58% 8
2024
Q4 		$7.37M Buy
92,209
+4,365
+5% +$334K 1.02% 14
2024
Q3 		$6.41M Buy
87,844
+5,533
+7% +$384K 0.9% 15
2024
Q2 		$5.58M Buy
82,311
+1,439
+2% +$97.9K 0.82% 16
2024
Q1 		$5.72M Buy
80,872
+1,568
+2% +$104K 0.9% 16
2023
Q4 		$5.11M Sell
79,304
-250
-0.3% -$14.7K 0.94% 16
2023
Q3 		$4.54M Buy
79,554
+3,356
+4% +$202K 0.92% 15
2023
Q2 		$4.64M Buy
76,198
+3,310
+5% +$190K 0.97% 14
2023
Q1 		$4.2M Buy
72,888
+3,483
+5% +$199K 1.02% 15
2022
Q4 		$3.74M Buy
69,405
+17,988
+35% +$969K 0.93% 16
2022
Q3 		$2.72M Buy
51,417
+28,704
+126% +$1.6M 0.72% 16
2022
Q2 		$1.18M Buy
22,713
+22,597
+19,480% +$1.29M 0.35% 41
2022
Q1 		$7K Buy
+116
New +$7.47K ﹤0.01% 726

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

Bedel Financial Consulting's IMCG Position: Q2 2026 in Review

Bedel Financial Consulting increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 1.3% in Q2 2026, buying an estimated $201K and bringing the position to 167,366 shares worth $16.5M. The position accounts for 1.55% of the portfolio, ranked #8.

Bedel Financial Consulting first reported a position in IMCG in Q1 2022 and has held it in 18 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Bedel Financial Consulting held 167,366 shares of iShares Morningstar Mid-Cap Growth ETF worth $16.5M as of Q2 2026.
  • Bedel Financial Consulting bought 2,226 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $201K.
  • iShares Morningstar Mid-Cap Growth ETF made up 1.55% of Bedel Financial Consulting's portfolio in Q2 2026, its #8 holding.
  • Bedel Financial Consulting first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.