Eagle Strategies
IMCG icon

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
Q3 		$14.9M Sell
158,498
-1,145
-0.7% -$110K 1.44% 12
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

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
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
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Eagle Strategies's IMCG Position: Q3 2026 in Review

Eagle Strategies reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.72% in Q3 2026, selling an estimated $110K and leaving 158,498 shares worth $14.9M. The position accounts for 1.44% of the portfolio, ranked #12.

Eagle Strategies first reported a position in IMCG in Q2 2022 and has held it in 18 quarters since. The position peaked at $15.7M in Q2 2026. 159 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

  • Eagle Strategies held 158,498 shares of iShares Morningstar Mid-Cap Growth ETF worth $14.9M as of Q3 2026.
  • Eagle Strategies sold 1,145 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $110K.
  • iShares Morningstar Mid-Cap Growth ETF made up 1.44% of Eagle Strategies's portfolio in Q3 2026, its #12 holding.
  • Eagle Strategies first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2022 and has held it in 18 quarters since.
  • Eagle Strategies's iShares Morningstar Mid-Cap Growth ETF position peaked at $15.7M in Q2 2026.
  • 159 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Eagle Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.