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

DDFG 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
Q3 		$7.71M Buy
82,164
+2,462
+3% +$238K 1.52% 21
2026
Q2 		$7.83M Buy
79,702
+2,121
+3% +$191K 1.56% 21
2026
Q1 		$6.11M Buy
77,581
+27,125
+54% +$2.22M 1.32% 22
2025
Q4 		$4.03M Buy
50,456
+2,094
+4% +$170K 0.88% 25
2025
Q3 		$4M Buy
48,362
+10,678
+28% +$871K 0.92% 24
2025
Q2 		$3.02M Buy
37,684
+2,416
+7% +$180K 0.76% 25
2025
Q1 		$2.52M Buy
35,268
+21,433
+155% +$1.63M 0.7% 25
2024
Q4 		$1.04M Buy
13,835
+1,060
+8% +$81.1K 0.3% 31
2024
Q3 		$932K Buy
12,775
+583
+5% +$40.4K 0.27% 37
2024
Q2 		$826K Buy
12,192
+696
+6% +$47.3K 0.26% 35
2024
Q1 		$813K Sell
11,496
-5,579
-33% -$372K 0.26% 34
2023
Q4 		$1.1M Buy
17,075
+948
+6% +$55.7K 0.37% 30
2023
Q3 		$921K Sell
16,127
-3,351
-17% -$202K 0.34% 31
2023
Q2 		$1.19M Buy
19,478
+1,429
+8% +$82K 0.44% 27
2023
Q1 		$1.04M Buy
18,049
+2,909
+19% +$166K 0.4% 28
2022
Q4 		$816K Buy
+15,140
New +$816K 0.34% 29

Other funds holding IMCG

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Victory Financial Group
Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $439M AUM 11.84% 1-Year Est. Return

DDFG Inc's IMCG Position: Q3 2026 in Review

DDFG Inc increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 3.1% in Q3 2026, buying an estimated $238K and bringing the position to 82,164 shares worth $7.71M. The position accounts for 1.52% of the portfolio, ranked #21.

DDFG Inc first reported a position in IMCG in Q4 2022 and has held it in 16 quarters since. The position peaked at $7.83M in Q2 2026. 196 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

  • DDFG Inc held 82,164 shares of iShares Morningstar Mid-Cap Growth ETF worth $7.71M as of Q3 2026.
  • DDFG Inc bought 2,462 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $238K.
  • iShares Morningstar Mid-Cap Growth ETF made up 1.52% of DDFG Inc's portfolio in Q3 2026, its #21 holding.
  • DDFG Inc first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • DDFG Inc's iShares Morningstar Mid-Cap Growth ETF position peaked at $7.83M in Q2 2026.
  • 196 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.