DAGCO Inc’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

DAGCO Inc’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	–	Sell	-380	Closed	-$29.9K	–	223
2026 Q1	$29.9K	Hold	380	–	–	0.01%	223
2025 Q4	$30.3K	Buy	+380	New	+$30.9K	0.01%	223
2022 Q4	–	Sell	-5,230	Closed	-$263K	–	83
2022 Q3	$263K	Sell	5,230 -415	-7%	-$23.1K	0.17%	82
2022 Q2	$293K	Hold	5,645	–	–	0.15%	88
2022 Q1	$357K	Buy	+5,645	New	+$363K	0.16%	90

Other funds holding IMCG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DAGCO Inc's IMCG Position: Q2 2026 in Review

DAGCO Inc sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026, closing a stake of 380 shares — an estimated $29.9K sold.

DAGCO Inc first reported a position in IMCG in Q1 2022 and held it in 5 quarters. The position peaked at $357K in Q1 2022. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

DAGCO Inc reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
DAGCO Inc sold 380 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $29.9K.
DAGCO Inc first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2022 and held it in 5 quarters.
DAGCO Inc's iShares Morningstar Mid-Cap Growth ETF position peaked at $357K in Q1 2022.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.