Buck Wealth Strategies’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Buck Wealth Strategies’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	$608K	Sell	6,181 -67	-1%	-$6.05K	0.06%	116
2026 Q1	$492K	Sell	6,248 -3,038	-33%	-$249K	0.06%	106
2025 Q4	$741K	Sell	9,286 -9,315	-50%	-$757K	0.09%	86
2025 Q3	$1.54M	Buy	+18,601	New	+$1.52M	0.21%	60

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

Buck Wealth Strategies's IMCG Position: Q2 2026 in Review

Buck Wealth Strategies reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 1.1% in Q2 2026, selling an estimated $6.05K and leaving 6,181 shares worth $608K. The position accounts for 0.06% of the portfolio, ranked #116.

Buck Wealth Strategies first reported a position in IMCG in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.54M in Q3 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Buck Wealth Strategies held 6,181 shares of iShares Morningstar Mid-Cap Growth ETF worth $608K as of Q2 2026.
Buck Wealth Strategies sold 67 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $6.05K.
iShares Morningstar Mid-Cap Growth ETF made up 0.06% of Buck Wealth Strategies's portfolio in Q2 2026, its #116 holding.
Buck Wealth Strategies first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
Buck Wealth Strategies's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.54M in Q3 2025.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.