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Investment Partners Asset Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Investment Partners Asset 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
Q3 		$546K Buy
5,818
+56
+1% +$5.4K 0.29% 92
2026
Q2 		$566K Buy
+5,762
New +$520K 0.31% 88

Other funds holding IMCG

EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

Investment Partners Asset Management's IMCG Position: Q3 2026 in Review

Investment Partners Asset Management increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.97% in Q3 2026, buying an estimated $5.4K and bringing the position to 5,818 shares worth $546K. The position accounts for 0.29% of the portfolio, ranked #92.

Investment Partners Asset Management first reported a position in IMCG in Q2 2026 and has held it in 2 quarters since. The position peaked at $566K in Q2 2026. 21 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

  • Investment Partners Asset Management held 5,818 shares of iShares Morningstar Mid-Cap Growth ETF worth $546K as of Q3 2026.
  • Investment Partners Asset Management bought 56 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $5.4K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.29% of Investment Partners Asset Management's portfolio in Q3 2026, its #92 holding.
  • Investment Partners Asset Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • Investment Partners Asset Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $566K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.