Capital Square’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Capital Square’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 Q3	$2.67M	Sell	28,455 -2,126	-7%	-$205K	1.18%	20
2026 Q2	$2.97M	Sell	30,581 -612	-2%	-$55.2K	1.31%	15
2026 Q1	$2.73M	Buy	31,193 +1,541	+5%	+$126K	1.26%	19
2025 Q4	$2.37M	Sell	29,652 -432	-1%	-$35.1K	1.21%	20
2025 Q3	$2.49M	Buy	30,084 +1,833	+6%	+$149K	1.27%	18
2025 Q2	$2.27M	Sell	28,251 -899	-3%	-$66.8K	1.21%	19
2025 Q1	$2.08M	Sell	29,150 -552	-2%	-$42.1K	1.22%	17
2024 Q4	$2.36M	Buy	29,702 +1,516	+5%	+$116K	1.34%	15
2024 Q3	$2.06M	Sell	28,186 -2,039	-7%	-$141K	1.25%	16
2024 Q2	$2.1M	Hold	30,225	–	–	1.36%	17
2024 Q1	$2.14M	Buy	+30,225	New	+$2.01M	1.51%	16

Other funds holding IMCG

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $439M AUM 11.84% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Capital Square's IMCG Position: Q3 2026 in Review

Capital Square reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 7% in Q3 2026, selling an estimated $205K and leaving 28,455 shares worth $2.67M. The position accounts for 1.18% of the portfolio, ranked #20.

Capital Square first reported a position in IMCG in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.97M in Q2 2026. 162 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

Capital Square held 28,455 shares of iShares Morningstar Mid-Cap Growth ETF worth $2.67M as of Q3 2026.
Capital Square sold 2,126 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $205K.
iShares Morningstar Mid-Cap Growth ETF made up 1.18% of Capital Square's portfolio in Q3 2026, its #20 holding.
Capital Square first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2024 and has held it in 11 quarters since.
Capital Square's iShares Morningstar Mid-Cap Growth ETF position peaked at $2.97M in Q2 2026.
162 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.