Ignite Planners’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Ignite Planners’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	$3.2M	Buy	32,575 +742	+2%	+$67K	0.44%	54
2026 Q1	$2.5M	Buy	31,833 +147	+0.5%	+$12K	0.39%	64
2025 Q4	$2.6M	Buy	31,686 +2,849	+10%	+$232K	0.4%	56
2025 Q3	$2.39M	Sell	28,837 -12	-0%	-$978	0.39%	60
2025 Q2	$2.35M	Buy	28,849 +925	+3%	+$68.8K	0.41%	58
2025 Q1	$2.02M	Sell	27,924 -8,537	-23%	-$651K	0.39%	66
2024 Q4	$2.79M	Buy	36,461 +433	+1%	+$33.1K	0.61%	39
2024 Q3	$2.63M	Buy	36,028 +4,899	+16%	+$340K	0.6%	40
2024 Q2	$2.11M	Buy	31,129 +2,779	+10%	+$189K	0.52%	47
2024 Q1	$1.99M	Buy	28,350 +2,203	+8%	+$147K	0.56%	42
2023 Q4	$1.66M	Buy	26,147 +10,921	+72%	+$642K	0.49%	52
2023 Q3	$856K	Buy	+15,226	New	+$919K	0.26%	97

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

Ignite Planners's IMCG Position: Q2 2026 in Review

Ignite Planners increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 2.3% in Q2 2026, buying an estimated $67K and bringing the position to 32,575 shares worth $3.2M. The position accounts for 0.44% of the portfolio, ranked #54.

Ignite Planners 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.

Ignite Planners held 32,575 shares of iShares Morningstar Mid-Cap Growth ETF worth $3.2M as of Q2 2026.
Ignite Planners bought 742 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $67K.
iShares Morningstar Mid-Cap Growth ETF made up 0.44% of Ignite Planners's portfolio in Q2 2026, its #54 holding.
Ignite Planners 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 Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.