Focus Partners Wealth’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Focus Partners Wealth’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	$344K	Sell	3,504 -5,239	-60%	-$473K	﹤0.01%	2185
2026 Q1	$669K	Buy	8,743 +887	+11%	+$72.7K	﹤0.01%	1789
2025 Q4	$627K	Buy	7,856 +245	+3%	+$19.9K	﹤0.01%	1852
2025 Q3	$630K	Buy	+7,611	New	+$621K	﹤0.01%	1504
2025 Q1	–	Sell	-2,918	Closed	-$220K	–	1975
2024 Q4	$220K	Buy	+2,918	New	+$223K	﹤0.01%	1681

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

Focus Partners Wealth's IMCG Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 60% in Q2 2026, selling an estimated $473K and leaving 3,504 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #2185.

Focus Partners Wealth first reported a position in IMCG in Q4 2024 and has held it in 5 quarters since. The position peaked at $669K in Q1 2026. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Focus Partners Wealth held 3,504 shares of iShares Morningstar Mid-Cap Growth ETF worth $344K as of Q2 2026.
Focus Partners Wealth sold 5,239 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $473K.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2185 holding.
Focus Partners Wealth first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 5 quarters since.
Focus Partners Wealth's iShares Morningstar Mid-Cap Growth ETF position peaked at $669K in Q1 2026.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.