Caliber Wealth Management (Kansas)’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Caliber Wealth Management (Kansas)’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	$3.04M	Sell	30,934 -248	-0.8%	-$22.4K	0.29%	68
2026 Q1	$2.46M	Sell	31,182 -1,143	-4%	-$93.6K	0.27%	75
2025 Q4	$2.58M	Sell	32,325 -2,780	-8%	-$226K	0.28%	77
2025 Q3	$2.9M	Sell	35,105 -3,986	-10%	-$325K	0.32%	71
2025 Q2	$3.14M	Sell	39,091 -698	-2%	-$51.9K	0.34%	61
2025 Q1	$2.84M	Buy	+39,789	New	+$3.03M	0.39%	67

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

Caliber Wealth Management (Kansas)'s IMCG Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.8% in Q2 2026, selling an estimated $22.4K and leaving 30,934 shares worth $3.04M. The position accounts for 0.29% of the portfolio, ranked #68.

Caliber Wealth Management (Kansas) first reported a position in IMCG in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.14M in Q2 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Caliber Wealth Management (Kansas) held 30,934 shares of iShares Morningstar Mid-Cap Growth ETF worth $3.04M as of Q2 2026.
Caliber Wealth Management (Kansas) sold 248 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $22.4K.
iShares Morningstar Mid-Cap Growth ETF made up 0.29% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #68 holding.
Caliber Wealth Management (Kansas) first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s iShares Morningstar Mid-Cap Growth ETF position peaked at $3.14M in Q2 2025.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.