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 Q2	$400K	Buy	4,071 +56	+1%	+$5.05K	0.1%	145
2026 Q1	$343K	Buy	4,015 +118	+3%	+$9.67K	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

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

LongView Wealth Management's IMCG Position: Q2 2026 in Review

LongView Wealth Management increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 1.4% in Q2 2026, buying an estimated $5.05K and bringing the position to 4,071 shares worth $400K. The position accounts for 0.1% of the portfolio, ranked #145.

LongView Wealth Management first reported a position in IMCG in Q4 2023 and has held it in 10 quarters since. The position peaked at $574K in Q4 2024. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

LongView Wealth Management held 4,071 shares of iShares Morningstar Mid-Cap Growth ETF worth $400K as of Q2 2026.
LongView Wealth Management bought 56 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $5.05K.
iShares Morningstar Mid-Cap Growth ETF made up 0.1% of LongView Wealth Management's portfolio in Q2 2026, its #145 holding.
LongView Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
LongView Wealth Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $574K in Q4 2024.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.