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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
Q2 		$566K Buy
+5,762
New +$520K 0.31% 88

Other funds holding IMCG

AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Investment Partners Asset Management's IMCG Position: Q2 2026 in Review

Investment Partners Asset Management opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026: 5,762 shares worth $566K. The stake represents 0.31% of the portfolio and ranks #88 among its holdings.

133 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Investment Partners Asset Management held 5,762 shares of iShares Morningstar Mid-Cap Growth ETF worth $566K as of Q2 2026.
  • iShares Morningstar Mid-Cap Growth ETF was a new Investment Partners Asset Management position in Q2 2026.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.31% of Investment Partners Asset Management's portfolio in Q2 2026, its #88 holding.
  • 133 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.