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

IAG Wealth Partners’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 		$22.1M Sell
225,135
-4,820
-2% -$435K 2.19% 16
2026
Q1 		$18.1M Buy
229,955
+6,192
+3% +$507K 2.02% 20
2025
Q4 		$17.9M Buy
223,763
+13,101
+6% +$1.06M 2.07% 17
2025
Q3 		$17.4M Buy
210,662
+15,358
+8% +$1.25M 2.09% 17
2025
Q2 		$15.7M Buy
195,304
+10,839
+6% +$806K 2.07% 17
2025
Q1 		$13.2M Buy
184,465
+13,962
+8% +$1.06M 2.05% 18
2024
Q4 		$12.9M Sell
170,503
-302
-0.2% -$23.1K 2.27% 16
2024
Q3 		$12.5M Buy
170,805
+5,317
+3% +$369K 2.3% 13
2024
Q2 		$11.2M Buy
165,488
+6,014
+4% +$409K 2.25% 14
2024
Q1 		$11.3M Buy
159,474
+6,942
+5% +$462K 2.42% 13
2023
Q4 		$9.83M Buy
+152,532
New +$8.96M 2.24% 13

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

IAG Wealth Partners reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 2.1% in Q2 2026, selling an estimated $435K and leaving 225,135 shares worth $22.1M. The position accounts for 2.19% of the portfolio, ranked #16.

IAG Wealth Partners first reported a position in IMCG in Q4 2023 and has held it in 11 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • IAG Wealth Partners held 225,135 shares of iShares Morningstar Mid-Cap Growth ETF worth $22.1M as of Q2 2026.
  • IAG Wealth Partners sold 4,820 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $435K.
  • iShares Morningstar Mid-Cap Growth ETF made up 2.19% of IAG Wealth Partners's portfolio in Q2 2026, its #16 holding.
  • IAG Wealth Partners first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.