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

Chaney Capital 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 Q1	$4.67M	Buy	59,306 +5,054	+9%	+$414K	1.65%	12
2025 Q4	$4.33M	Buy	54,252 +1,026	+2%	+$83.4K	1.49%	13
2025 Q3	$4.4M	Buy	53,226 +2,410	+5%	+$196K	1.56%	12
2025 Q2	$4.08M	Buy	50,816 +4,290	+9%	+$319K	1.6%	13
2025 Q1	$3.32M	Buy	46,526 +3,278	+8%	+$250K	1.48%	13
2024 Q4	$3.27M	Buy	43,248 +6,785	+19%	+$519K	1.55%	13
2024 Q3	$2.66M	Buy	36,463 +20,572	+129%	+$1.43M	1.49%	12
2024 Q2	$1.08M	Buy	+15,891	New	+$1.08M	0.71%	15

Other funds holding IMCG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Chaney Capital Management's IMCG Position: Q1 2026 in Review

Chaney Capital Management increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 9.3% in Q1 2026, buying an estimated $414K and bringing the position to 59,306 shares worth $4.67M. The position accounts for 1.65% of the portfolio, ranked #12.

Chaney Capital Management first reported a position in IMCG in Q2 2024 and has held it in 8 quarters since. 401 funds tracked by Wall St. Rank hold IMCG as of Q1 2026.

Chaney Capital Management held 59,306 shares of iShares Morningstar Mid-Cap Growth ETF worth $4.67M as of Q1 2026.
Chaney Capital Management bought 5,054 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $414K.
iShares Morningstar Mid-Cap Growth ETF made up 1.65% of Chaney Capital Management's portfolio in Q1 2026, its #12 holding.
Chaney Capital Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
401 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Chaney Capital Management's 13F filing for Q1 2026, filed 11 May 2026.