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

Castle 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 		$6.5M Buy
66,107
+446
+0.7% +$40.2K 1.93% 14
2026
Q1 		$5.17M Buy
65,661
+2,818
+4% +$231K 1.68% 18
2025
Q4 		$5.02M Buy
62,843
+571
+0.9% +$46.4K 1.66% 19
2025
Q3 		$5.15M Buy
62,272
+564
+0.9% +$46K 1.74% 19
2025
Q2 		$4.95M Buy
61,708
+929
+2% +$69.1K 1.8% 14
2025
Q1 		$4.34M Buy
60,779
+1,279
+2% +$97.5K 1.7% 18
2024
Q4 		$4.49M Sell
59,500
-1,676
-3% -$128K 1.77% 17
2024
Q3 		$4.46M Buy
61,176
+2,022
+3% +$140K 1.78% 19
2024
Q2 		$4.01M Buy
59,154
+5,006
+9% +$340K 1.92% 16
2024
Q1 		$3.83M Buy
54,148
+714
+1% +$47.6K 2% 15
2023
Q4 		$3.44M Sell
53,434
-895
-2% -$52.6K 2.06% 15
2023
Q3 		$3.11M Buy
54,329
+4,356
+9% +$263K 2.22% 15
2023
Q2 		$3.05M Buy
49,973
+4,866
+11% +$279K 2.12% 17
2023
Q1 		$2.6M Buy
45,107
+2,023
+5% +$116K 2.01% 16
2022
Q4 		$2.32M Buy
43,084
+3,213
+8% +$173K 1.46% 21
2022
Q3 		$2.01M Buy
39,871
+4,064
+11% +$227K 1.22% 23
2022
Q2 		$1.86M Buy
+35,807
New +$2.04M 1.08% 23

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

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

Castle Wealth Management increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.68% in Q2 2026, buying an estimated $40.2K and bringing the position to 66,107 shares worth $6.5M. The position accounts for 1.93% of the portfolio, ranked #14.

Castle Wealth Management first reported a position in IMCG in Q2 2022 and has held it in 17 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Castle Wealth Management held 66,107 shares of iShares Morningstar Mid-Cap Growth ETF worth $6.5M as of Q2 2026.
  • Castle Wealth Management bought 446 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $40.2K.
  • iShares Morningstar Mid-Cap Growth ETF made up 1.93% of Castle Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Castle Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.