Courage Miller Partners’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.01M | Sell |
20,481
-1,626
| -7% | -$147K | 0.53% | 27 |
|
|
2026
Q1 | $1.74M | Sell |
22,107
-138
| -0.6% | -$11.3K | 0.49% | 30 |
|
|
2025
Q4 | $1.78M | Sell |
22,245
-870
| -4% | -$70.7K | 0.53% | 27 |
|
|
2025
Q3 | $1.91M | Sell |
23,115
-2,394
| -9% | -$195K | 0.57% | 25 |
|
|
2025
Q2 | $2.05M | Sell |
25,509
-575
| -2% | -$42.8K | 0.65% | 24 |
|
|
2025
Q1 | $1.86M | Sell |
26,084
-591
| -2% | -$45K | 0.63% | 25 |
|
|
2024
Q4 | $2.01M | Sell |
26,675
-409
| -2% | -$31.3K | 0.69% | 24 |
|
|
2024
Q3 | $1.98M | Sell |
27,084
-708
| -3% | -$49.1K | 0.66% | 24 |
|
|
2024
Q2 | $1.88M | Sell |
27,792
-124
| -0.4% | -$8.43K | 0.68% | 24 |
|
|
2024
Q1 | $1.97M | Sell |
27,916
-453
| -2% | -$30.2K | 0.68% | 26 |
|
|
2023
Q4 | $1.83M | Sell |
28,369
-2,689
| -9% | -$158K | 0.69% | 24 |
|
|
2023
Q3 | $1.77M | Sell |
31,058
-728
| -2% | -$43.9K | 0.73% | 24 |
|
|
2023
Q2 | $1.94M | Sell |
31,786
-773
| -2% | -$44.3K | 0.81% | 24 |
|
|
2023
Q1 | $1.87M | Sell |
32,559
-939
| -3% | -$53.7K | 0.79% | 23 |
|
|
2022
Q4 | $1.8M | Sell |
33,498
-1,190
| -3% | -$64.1K | 0.83% | 21 |
|
|
2022
Q3 | $1.75M | Sell |
34,688
-760
| -2% | -$42.4K | 0.88% | 21 |
|
|
2022
Q2 | $1.84M | Hold |
35,448
| – | – | 0.87% | 21 |
|
|
2022
Q1 | $2.28M | Sell |
35,448
-131
| -0.4% | -$8.44K | 0.9% | 20 |
|
|
2021
Q4 | $2.61M | Sell |
35,579
-1,530
| -4% | -$111K | 0.99% | 22 |
|
|
2021
Q3 | $2.56M | Sell |
37,109
-5,334
| -13% | -$377K | 1.03% | 23 |
|
|
2021
Q2 | $2.92M | Sell |
42,443
-475
| -1% | -$31.3K | 1.2% | 22 |
|
|
2021
Q1 | $2.71M | Sell |
42,918
-846
| -2% | -$54.8K | 1.17% | 22 |
|
|
2020
Q4 | $2.79M | Sell |
43,764
-7,998
| -15% | -$472K | 1.28% | 21 |
|
|
2020
Q3 | $2.53M | Hold |
51,762
| – | – | 1.36% | 20 |
|
|
2020
Q2 | $2.53M | Sell |
51,762
-1,116
| -2% | -$49.1K | 1.36% | 20 |
|
|
2020
Q1 | $1.92M | Sell |
52,878
-4,332
| -8% | -$184K | 1.18% | 22 |
|
|
2019
Q4 | $2.51M | Sell |
57,210
-396
| -0.7% | -$16.6K | 1.29% | 20 |
|
|
2019
Q3 | $2.34M | Sell |
57,606
-4,608
| -7% | -$192K | 1.29% | 20 |
|
|
2019
Q2 | $2.61M | Sell |
62,214
-1,452
| -2% | -$58.6K | 1.43% | 20 |
|
|
2019
Q1 | $2.5M | Sell |
63,666
-654
| -1% | -$24K | 1.41% | 23 |
|
|
2018
Q4 | $2.08M | Hold |
64,320
| – | – | 1.24% | 24 |
|
|
2018
Q3 | $2.53M | Sell |
64,320
-1,068
| -2% | -$40.9K | 1.45% | 23 |
|
|
2018
Q2 | $2.38M | Sell |
65,388
-384
| -0.6% | -$13.7K | 1.42% | 23 |
|
|
2018
Q1 | $2.29M | Sell |
65,772
-5,772
| -8% | -$202K | 1.39% | 24 |
|
|
2017
Q4 | $2.41M | Sell |
71,544
-6,108
| -8% | -$201K | 1.46% | 22 |
|
|
2017
Q3 | $2.46M | Sell |
77,652
-522
| -0.7% | -$16.1K | 1.54% | 22 |
|
|
2017
Q2 | $2.38M | Hold |
78,174
| – | – | 1.57% | 21 |
|
|
2017
Q1 | $2.27M | Sell |
78,174
-1,200
| -2% | -$34.1K | 1.57% | 22 |
|
|
2016
Q4 | $2.14M | Sell |
79,374
-6,324
| -7% | -$169K | 1.5% | 23 |
|
|
2016
Q3 | $2.33M | Sell |
85,698
-816
| -0.9% | -$22K | 1.61% | 20 |
|
|
2016
Q2 | $2.25M | Sell |
86,514
-5,232
| -6% | -$135K | 1.61% | 20 |
|
|
2016
Q1 | $2.33M | Sell |
91,746
-8,628
| -9% | -$204K | 1.63% | 22 |
|
|
2015
Q4 | $2.58M | Buy |
100,374
+3,450
| +4% | +$89.6K | 1.79% | 20 |
|
|
2015
Q3 | $2.42M | Sell |
96,924
-540
| -0.6% | -$14.5K | 1.8% | 20 |
|
|
2015
Q2 | $2.67M | Sell |
97,464
-378
| -0.4% | -$10.5K | 1.99% | 18 |
|
|
2015
Q1 | $2.72M | Sell |
97,842
-7,062
| -7% | -$189K | 2.04% | 19 |
|
|
2014
Q4 | $2.74M | Sell |
104,904
-1,002
| -0.9% | -$25.3K | 2.26% | 15 |
|
|
2014
Q3 | $2.61M | Buy |
105,906
+1,692
| +2% | +$42.2K | 2.03% | 18 |
|
|
2014
Q2 | $2.6M | Sell |
104,214
-4,494
| -4% | -$108K | 1.91% | 18 |
|
|
2014
Q1 | $2.63M | Sell |
108,708
-300
| -0.3% | -$7.24K | 2.07% | 18 |
|
|
2013
Q4 | $2.59M | Sell |
109,008
-19,284
| -15% | -$438K | 2.19% | 15 |
|
|
2013
Q3 | $2.84M | Sell |
128,292
-10,704
| -8% | -$230K | 2.33% | 15 |
|
|
2013
Q2 | $2.79M | Buy |
+138,996
| New | +$2.79M | 2.54% | 17 |
|
Other funds holding IMCG
AFG
VFG
CPG
AWM
OWM
EA
CWM
BWA
RA
Courage Miller Partners's IMCG Position: Q2 2026 in Review
Courage Miller Partners reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 7.4% in Q2 2026, selling an estimated $147K and leaving 20,481 shares worth $2.01M. The position accounts for 0.53% of the portfolio, ranked #27.
Courage Miller Partners first reported a position in IMCG in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.92M in Q2 2021. 192 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.
- Courage Miller Partners held 20,481 shares of iShares Morningstar Mid-Cap Growth ETF worth $2.01M as of Q2 2026.
- Courage Miller Partners sold 1,626 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $147K.
- iShares Morningstar Mid-Cap Growth ETF made up 0.53% of Courage Miller Partners's portfolio in Q2 2026, its #27 holding.
- Courage Miller Partners first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2013 and has held it in 53 quarters since.
- Courage Miller Partners's iShares Morningstar Mid-Cap Growth ETF position peaked at $2.92M in Q2 2021.
- 192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.
Based on Courage Miller Partners's 13F filing for Q2 2026, filed 23 Jul 2026.