Concord Wealth Partners’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Concord Wealth Partners's IMCG Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026: 1,122 shares worth $110K. The stake represents 0.01% of the portfolio and ranks #279 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in IMCG as recently as Q4 2025.

Concord Wealth Partners first reported a position in IMCG in Q2 2022 and has held it in 10 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

• Concord Wealth Partners held 1,122 shares of iShares Morningstar Mid-Cap Growth ETF worth $110K as of Q2 2026.
• iShares Morningstar Mid-Cap Growth ETF was a new Concord Wealth Partners position in Q2 2026.
• iShares Morningstar Mid-Cap Growth ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #279 holding.
• Concord Wealth Partners first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2022 and has held it in 10 quarters since.
• 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.