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

HRC 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	$999K	Sell	10,166 -1,250	-11%	-$113K	0.41%	20
2026 Q1	$899K	Sell	11,416 -226	-2%	-$18.5K	0.42%	20
2025 Q4	$930K	Buy	11,642 +234	+2%	+$19K	0.45%	18
2025 Q3	$944K	Buy	11,408 +72	+0.6%	+$5.87K	0.46%	17
2025 Q2	$909K	Sell	11,336 -370	-3%	-$27.5K	0.48%	16
2025 Q1	$836K	Sell	11,706 -1,994	-15%	-$152K	0.52%	16
2024 Q4	$1.03M	Buy	13,700 +696	+5%	+$53.3K	0.61%	12
2024 Q3	$949K	Buy	13,004 +25	+0.2%	+$1.73K	0.61%	13
2024 Q2	$879K	Sell	12,979 -246	-2%	-$16.7K	0.6%	14
2024 Q1	$935K	Sell	13,225 -2,772	-17%	-$185K	0.68%	13
2023 Q4	$1.03M	Buy	+15,997	New	+$940K	0.89%	11

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

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

HRC Wealth Management reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 11% in Q2 2026, selling an estimated $113K and leaving 10,166 shares worth $999K. The position accounts for 0.41% of the portfolio, ranked #20.

HRC Wealth Management first reported a position in IMCG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.03M in Q4 2024. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

HRC Wealth Management held 10,166 shares of iShares Morningstar Mid-Cap Growth ETF worth $999K as of Q2 2026.
HRC Wealth Management sold 1,250 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $113K.
iShares Morningstar Mid-Cap Growth ETF made up 0.41% of HRC Wealth Management's portfolio in Q2 2026, its #20 holding.
HRC Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
HRC Wealth Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.03M in Q4 2024.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on HRC Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.