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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
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

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DDFG Inc's IMCG Position: Q2 2026 in Review

DDFG Inc increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 2.7% in Q2 2026, buying an estimated $191K and bringing the position to 79,702 shares worth $7.83M. The position accounts for 1.56% of the portfolio, ranked #21.

DDFG Inc first reported a position in IMCG in Q4 2022 and has held it in 15 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • DDFG Inc held 79,702 shares of iShares Morningstar Mid-Cap Growth ETF worth $7.83M as of Q2 2026.
  • DDFG Inc bought 2,121 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $191K.
  • iShares Morningstar Mid-Cap Growth ETF made up 1.56% of DDFG Inc's portfolio in Q2 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 15 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.