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

EPG 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 Q2	$4.72K	Hold	48	–	–	﹤0.01%	302
2026 Q1	$3.78K	Hold	48	–	–	﹤0.01%	306
2025 Q4	$3.83K	Hold	48	–	–	﹤0.01%	301
2025 Q3	$3.97K	Hold	48	–	–	﹤0.01%	299
2025 Q2	$3.85K	Hold	48	–	–	﹤0.01%	295
2025 Q1	$3.43K	Hold	48	–	–	﹤0.01%	402
2024 Q4	$3.63K	Hold	48	–	–	﹤0.01%	404
2024 Q3	$3.5K	Buy	+48	New	+$3.33K	﹤0.01%	403
2024 Q2	–	Sell	-1,024	Closed	-$69.6K	–	295
2024 Q1	$72.4K	Buy	1,024 +48	+5%	+$3.2K	0.02%	297
2023 Q4	$64.2K	Hold	976	–	–	0.02%	290
2023 Q3	$55.8K	Hold	976	–	–	0.02%	291
2023 Q2	$59.5K	Hold	976	–	–	0.02%	286
2023 Q1	$56.2K	Hold	976	–	–	0.02%	289
2022 Q4	$52.6K	Hold	976	–	–	0.02%	260
2022 Q3	$49K	Buy	+976	New	+$54.4K	0.02%	256
2022 Q2	–	Sell	-976	Closed	-$63K	–	304
2022 Q1	$63K	Sell	976 -676	-41%	-$43.5K	0.02%	280
2021 Q4	$121K	Buy	+1,652	New	+$120K	0.04%	252

Other funds holding IMCG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EPG Wealth Management's IMCG Position: Q2 2026 in Review

EPG Wealth Management held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 48 shares worth $4.72K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

EPG Wealth Management first reported a position in IMCG in Q4 2021 and has held it in 17 quarters since. The position peaked at $121K in Q4 2021. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

EPG Wealth Management held 48 shares of iShares Morningstar Mid-Cap Growth ETF worth $4.72K as of Q2 2026.
EPG Wealth Management left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q2 2026, its #302 holding.
EPG Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 17 quarters since.
EPG Wealth Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $121K in Q4 2021.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.