Eagle Strategies’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Eagle Strategies’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	$12.7M	Buy	161,271 +10,884	+7%	+$892K	1.52%	14
2025 Q4	$12M	Buy	150,387 +11,806	+9%	+$960K	1.53%	18
2025 Q3	$11.5M	Buy	138,581 +2,575	+2%	+$210K	1.53%	17
2025 Q2	$10.9M	Buy	136,006 +11,253	+9%	+$837K	1.66%	16
2025 Q1	$8.91M	Buy	124,753 +5,671	+5%	+$432K	1.55%	19
2024 Q4	$8.99M	Buy	119,082 +8,180	+7%	+$626K	1.56%	20
2024 Q3	$8.09M	Buy	110,902 +1,601	+1%	+$111K	1.46%	20
2024 Q2	$7.41M	Buy	109,301 +87,040	+391%	+$5.92M	1.42%	21
2024 Q1	$1.57M	Sell	22,261 -76,984	-78%	-$5.13M	0.35%	75
2023 Q4	$6.4M	Buy	99,245 +8,750	+10%	+$514K	1.37%	22
2023 Q3	$5.17M	Buy	90,495 +7,515	+9%	+$453K	1.27%	20
2023 Q2	$5.06M	Buy	82,980 +13,795	+20%	+$791K	1.23%	21
2023 Q1	$3.98M	Buy	69,185 +16,793	+32%	+$960K	1%	24
2022 Q4	$2.82M	Buy	52,392 +16,151	+45%	+$870K	0.84%	35
2022 Q3	$1.83M	Buy	36,241 +1,863	+5%	+$104K	0.95%	28
2022 Q2	$1.79M	Buy	+34,378	New	+$1.96M	0.65%	41

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

Eagle Strategies's IMCG Position: Q1 2026 in Review

Eagle Strategies increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 7.2% in Q1 2026, buying an estimated $892K and bringing the position to 161,271 shares worth $12.7M. The position accounts for 1.52% of the portfolio, ranked #14.

Eagle Strategies first reported a position in IMCG in Q2 2022 and has held it in 16 quarters since. 401 funds tracked by Wall St. Rank hold IMCG as of Q1 2026.

Eagle Strategies held 161,271 shares of iShares Morningstar Mid-Cap Growth ETF worth $12.7M as of Q1 2026.
Eagle Strategies bought 10,884 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $892K.
iShares Morningstar Mid-Cap Growth ETF made up 1.52% of Eagle Strategies's portfolio in Q1 2026, its #14 holding.
Eagle Strategies first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2022 and has held it in 16 quarters since.
401 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Eagle Strategies's 13F filing for Q1 2026, filed 20 Apr 2026.