Leo Wealth LLC’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Leo Wealth LLC’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 Q1	$2.82M	Sell	35,794 -567	-2%	-$46.4K	0.2%	96
2025 Q4	$2.86M	Buy	+36,361	New	+$2.96M	0.21%	82
2025 Q3	–	Sell	-36,298	Closed	-$2.91M	–	341
2025 Q2	$2.91M	Buy	+36,298	New	+$2.7M	0.23%	86
2025 Q1	–	Sell	-38,388	Closed	-$2.9M	–	320
2024 Q4	$2.9M	Buy	38,388 +1,085	+3%	+$83K	0.26%	70
2024 Q3	$2.72M	Buy	37,303 +5,555	+17%	+$385K	0.25%	68
2024 Q2	$2.13M	Buy	31,748 +2,357	+8%	+$160K	0.22%	79
2024 Q1	$2.06M	Buy	29,391 +29	+0.1%	+$1.93K	0.21%	83
2023 Q4	$2.04M	Buy	+29,362	New	+$1.73M	0.21%	82

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Leo Wealth LLC's IMCG Position: Q1 2026 in Review

Leo Wealth LLC reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 1.6% in Q1 2026, selling an estimated $46.4K and leaving 35,794 shares worth $2.82M. The position accounts for 0.2% of the portfolio, ranked #96.

Leo Wealth LLC first reported a position in IMCG in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.91M in Q2 2025. 401 funds tracked by Wall St. Rank hold IMCG as of Q1 2026.

Leo Wealth LLC held 35,794 shares of iShares Morningstar Mid-Cap Growth ETF worth $2.82M as of Q1 2026.
Leo Wealth LLC sold 567 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $46.4K.
iShares Morningstar Mid-Cap Growth ETF made up 0.2% of Leo Wealth LLC's portfolio in Q1 2026, its #96 holding.
Leo Wealth LLC first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 8 quarters since.
Leo Wealth LLC's iShares Morningstar Mid-Cap Growth ETF position peaked at $2.91M in Q2 2025.
401 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.