Journey Advisory Group’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Journey Advisory Group’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	$431K	Hold	4,385	–	–	0.03%	216
2026 Q1	$345K	Hold	4,385	–	–	0.03%	207
2025 Q4	$350K	Hold	4,385	–	–	0.03%	219
2025 Q3	$363K	Hold	4,385	–	–	0.03%	222
2025 Q2	$352K	Hold	4,385	–	–	0.03%	231
2025 Q1	$313K	Hold	4,385	–	–	0.03%	234
2024 Q4	$297K	Hold	4,385	–	–	0.04%	190
2024 Q3	$297K	Hold	4,385	–	–	0.04%	190
2024 Q2	$297K	Hold	4,385	–	–	0.04%	190
2024 Q1	$310K	Hold	4,385	–	–	0.04%	195
2023 Q4	$283K	Hold	4,385	–	–	0.04%	184
2023 Q3	$251K	Hold	4,385	–	–	0.04%	191
2023 Q2	$267K	Hold	4,385	–	–	0.04%	191
2023 Q1	$252K	Hold	4,385	–	–	0.04%	207
2022 Q4	$236K	Hold	4,385	–	–	0.06%	206
2022 Q3	$221K	Hold	4,385	–	–	0.06%	221
2022 Q2	$253K	Buy	+4,385	New	+$250K	0.06%	216

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

Journey Advisory Group's IMCG Position: Q2 2026 in Review

Journey Advisory Group held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 4,385 shares worth $431K. The position accounts for 0.03% of the portfolio, ranked #216.

Journey Advisory Group first reported a position in IMCG in Q2 2022 and has held it in 17 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Journey Advisory Group held 4,385 shares of iShares Morningstar Mid-Cap Growth ETF worth $431K as of Q2 2026.
Journey Advisory Group left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.03% of Journey Advisory Group's portfolio in Q2 2026, its #216 holding.
Journey Advisory Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.