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Carolina Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Carolina Wealth Management’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 		$205K Buy
+2,086
New +$188K 0.09% 110

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

Carolina Wealth Management's IMCG Position: Q2 2026 in Review

Carolina Wealth Management opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026: 2,086 shares worth $205K. The stake represents 0.09% of the portfolio and ranks #110 among its holdings.

423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Carolina Wealth Management held 2,086 shares of iShares Morningstar Mid-Cap Growth ETF worth $205K as of Q2 2026.
  • iShares Morningstar Mid-Cap Growth ETF was a new Carolina Wealth Management position in Q2 2026.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.09% of Carolina Wealth Management's portfolio in Q2 2026, its #110 holding.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Carolina Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.