Financial Management Network
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Financial Management Network’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Financial Management Network’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 		$320K Buy
+3,341
New +$322K 0.05% 160

Other funds holding IMCG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
Allegheny Financial Group
Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Victory Financial Group
Victory Financial Group Austin, Texas $1.09B AUM 19.21% 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

Financial Management Network's IMCG Position: Q3 2026 in Review

Financial Management Network opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2026: 3,341 shares worth $320K. The stake represents 0.05% of the portfolio and ranks #160 among its holdings.

269 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

  • Financial Management Network held 3,341 shares of iShares Morningstar Mid-Cap Growth ETF worth $320K as of Q3 2026.
  • iShares Morningstar Mid-Cap Growth ETF was a new Financial Management Network position in Q3 2026.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.05% of Financial Management Network's portfolio in Q3 2026, its #160 holding.
  • 269 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.