Eclectic Associates’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Eclectic Associates’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	$25.1M	Buy	266,843 +3,199	+1%	+$309K	2.8%	10
2026 Q2	$25.9M	Buy	263,644 +15,169	+6%	+$1.37M	2.95%	10
2026 Q1	$19.6M	Buy	248,475 +48,033	+24%	+$3.93M	2.6%	12
2025 Q4	$16M	Buy	200,442 +64,236	+47%	+$5.22M	2.5%	13
2025 Q3	$11.3M	Buy	136,206 +72,568	+114%	+$5.92M	2.07%	16
2025 Q2	$5.11M	Buy	63,638 +51,006	+404%	+$3.79M	1.11%	26
2025 Q1	$902K	Buy	+12,632	New	+$963K	0.24%	68

Other funds holding IMCG

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Eclectic Associates's IMCG Position: Q3 2026 in Review

Eclectic Associates increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 1.2% in Q3 2026, buying an estimated $309K and bringing the position to 266,843 shares worth $25.1M. The position accounts for 2.8% of the portfolio, ranked #10.

Eclectic Associates first reported a position in IMCG in Q1 2025 and has held it in 7 quarters since. The position peaked at $25.9M in Q2 2026. 86 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

Eclectic Associates held 266,843 shares of iShares Morningstar Mid-Cap Growth ETF worth $25.1M as of Q3 2026.
Eclectic Associates bought 3,199 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $309K.
iShares Morningstar Mid-Cap Growth ETF made up 2.8% of Eclectic Associates's portfolio in Q3 2026, its #10 holding.
Eclectic Associates first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2025 and has held it in 7 quarters since.
Eclectic Associates's iShares Morningstar Mid-Cap Growth ETF position peaked at $25.9M in Q2 2026.
86 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.