Diversify Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Diversify Wealth Management’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 Q1	$5.02M	Buy	58,319 +14,522	+33%	+$1.19M	0.09%	208
2025 Q4	$3.64M	Buy	43,797 +2,219	+5%	+$180K	0.17%	156
2025 Q3	$3.42M	Buy	41,578 +975	+2%	+$79.5K	0.2%	140
2025 Q2	$3.28M	Buy	40,603 +2,030	+5%	+$151K	0.2%	136
2025 Q1	$2.77M	Buy	38,573 +15,172	+65%	+$1.16M	0.21%	135
2024 Q4	$1.76M	Buy	23,401 +3,843	+20%	+$294K	0.14%	170
2024 Q3	$1.44M	Buy	+19,558	New	+$1.36M	0.14%	162

Other funds holding IMCG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Diversify Wealth Management's IMCG Position: Q1 2026 in Review

Diversify Wealth Management increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 33% in Q1 2026, buying an estimated $1.19M and bringing the position to 58,319 shares worth $5.02M. The position accounts for 0.09% of the portfolio, ranked #208.

Diversify Wealth Management first reported a position in IMCG in Q3 2024 and has held it in 7 quarters since. 401 funds tracked by Wall St. Rank hold IMCG as of Q1 2026.

Diversify Wealth Management held 58,319 shares of iShares Morningstar Mid-Cap Growth ETF worth $5.02M as of Q1 2026.
Diversify Wealth Management bought 14,522 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $1.19M.
iShares Morningstar Mid-Cap Growth ETF made up 0.09% of Diversify Wealth Management's portfolio in Q1 2026, its #208 holding.
Diversify Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
401 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.