LongView Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

LongView Wealth 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	$396K	Buy	4,213 +142	+3%	+$13.7K	0.1%	149
2026 Q2	$400K	Buy	4,071 +56	+1%	+$5.05K	0.1%	145
2026 Q1	$343K	Buy	4,015 +118	+3%	+$9.7K	0.09%	178
2025 Q4	$323K	Buy	3,897 +111	+3%	+$9.02K	0.08%	191
2025 Q3	$313K	Buy	3,786 +102	+3%	+$8.32K	0.08%	167
2025 Q2	$296K	Buy	+3,684	New	+$274K	0.09%	169
2025 Q1	–	Sell	-7,603	Closed	-$574K	–	207
2024 Q4	$574K	Buy	7,603 +288	+4%	+$22K	0.18%	107
2024 Q3	$534K	Buy	7,315 +702	+11%	+$48.7K	0.17%	104
2024 Q2	$448K	Buy	6,613 +306	+5%	+$20.8K	0.17%	107
2024 Q1	$446K	Sell	6,307 -31	-0.5%	-$2.06K	0.18%	113
2023 Q4	$402K	Buy	+6,338	New	+$372K	0.18%	112

Other funds holding IMCG

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

LongView Wealth Management's IMCG Position: Q3 2026 in Review

LongView Wealth Management increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 3.5% in Q3 2026, buying an estimated $13.7K and bringing the position to 4,213 shares worth $396K. The position accounts for 0.1% of the portfolio, ranked #149.

LongView Wealth Management first reported a position in IMCG in Q4 2023 and has held it in 11 quarters since. The position peaked at $574K in Q4 2024. 123 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

LongView Wealth Management held 4,213 shares of iShares Morningstar Mid-Cap Growth ETF worth $396K as of Q3 2026.
LongView Wealth Management bought 142 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $13.7K.
iShares Morningstar Mid-Cap Growth ETF made up 0.1% of LongView Wealth Management's portfolio in Q3 2026, its #149 holding.
LongView Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $574K in Q4 2024.
123 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.