Horizon Family Wealth’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Horizon Family 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	$3.99M	Sell	40,541 -93	-0.2%	-$8.39K	1.82%	15
2026 Q1	$3.2M	Buy	40,634 +13,231	+48%	+$1.08M	1.69%	17
2025 Q4	$2.19M	Buy	27,403 +23,551	+611%	+$1.91M	1.17%	23
2025 Q3	$319K	Buy	3,852 +7	+0.2%	+$571	0.18%	68
2025 Q2	$308K	Buy	3,845 +7	+0.2%	+$520	0.19%	67
2025 Q1	$274K	Sell	3,838 -1,063	-22%	-$81K	0.18%	62
2024 Q4	$370K	Buy	4,901 +1,077	+28%	+$82.4K	0.25%	56
2024 Q3	$279K	Buy	3,824 +10	+0.3%	+$694	0.2%	67
2024 Q2	$229K	Buy	3,814 +4	+0.1%	+$272	0.17%	72
2024 Q1	$269K	Sell	3,810 -20,896	-85%	-$1.39M	0.21%	59
2023 Q4	$1.59M	Buy	24,706 +3,084	+14%	+$181K	1.34%	15
2023 Q3	$1.24M	Buy	+21,622	New	+$1.3M	1.2%	18

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

Horizon Family Wealth's IMCG Position: Q2 2026 in Review

Horizon Family Wealth reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.23% in Q2 2026, selling an estimated $8.39K and leaving 40,541 shares worth $3.99M. The position accounts for 1.82% of the portfolio, ranked #15.

Horizon Family Wealth first reported a position in IMCG in Q3 2023 and has held it in 12 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Horizon Family Wealth held 40,541 shares of iShares Morningstar Mid-Cap Growth ETF worth $3.99M as of Q2 2026.
Horizon Family Wealth sold 93 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $8.39K.
iShares Morningstar Mid-Cap Growth ETF made up 1.82% of Horizon Family Wealth's portfolio in Q2 2026, its #15 holding.
Horizon Family Wealth first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.