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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
Q2 		$15.7M Sell
159,643
-1,628
-1% -$147K 1.56% 11
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 $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

Eagle Strategies's IMCG Position: Q2 2026 in Review

Eagle Strategies reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 1% in Q2 2026, selling an estimated $147K and leaving 159,643 shares worth $15.7M. The position accounts for 1.56% of the portfolio, ranked #11.

Eagle Strategies first reported a position in IMCG in Q2 2022 and has held it in 17 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Eagle Strategies held 159,643 shares of iShares Morningstar Mid-Cap Growth ETF worth $15.7M as of Q2 2026.
  • Eagle Strategies sold 1,628 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $147K.
  • iShares Morningstar Mid-Cap Growth ETF made up 1.56% of Eagle Strategies's portfolio in Q2 2026, its #11 holding.
  • Eagle Strategies first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.