Madison Wealth Partners’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Madison Wealth Partners’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	$1.07M	Buy	10,895 +200	+2%	+$18K	0.14%	84
2026 Q1	$842K	Buy	10,695 +1,199	+13%	+$98.2K	0.13%	77
2025 Q4	$758K	Sell	9,496 -118	-1%	-$9.59K	0.14%	71
2025 Q3	$795K	Buy	9,614 +297	+3%	+$24.2K	0.16%	65
2025 Q2	$748K	Buy	9,317 +708	+8%	+$52.6K	0.16%	66
2025 Q1	$615K	Sell	8,609 -597	-6%	-$45.5K	0.15%	73
2024 Q4	$695K	Hold	9,206	–	–	0.19%	64
2024 Q3	$672K	Hold	9,206	–	–	0.2%	65
2024 Q2	$624K	Buy	9,206 +65	+0.7%	+$4.42K	0.21%	60
2024 Q1	$646K	Sell	9,141 -94	-1%	-$6.26K	0.23%	56
2023 Q4	$595K	Buy	9,235 +330	+4%	+$19.4K	0.24%	57
2023 Q3	$509K	Buy	8,905 +140	+2%	+$8.45K	0.26%	45
2023 Q2	$534K	Buy	8,765 +726	+9%	+$41.6K	0.25%	42
2023 Q1	$463K	Buy	8,039 +1,975	+33%	+$113K	0.23%	44
2022 Q4	$327K	Buy	+6,064	New	+$327K	0.19%	60

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

Madison Wealth Partners's IMCG Position: Q2 2026 in Review

Madison Wealth Partners increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 1.9% in Q2 2026, buying an estimated $18K and bringing the position to 10,895 shares worth $1.07M. The position accounts for 0.14% of the portfolio, ranked #84.

Madison Wealth Partners first reported a position in IMCG in Q4 2022 and has held it in 15 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Madison Wealth Partners held 10,895 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.07M as of Q2 2026.
Madison Wealth Partners bought 200 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $18K.
iShares Morningstar Mid-Cap Growth ETF made up 0.14% of Madison Wealth Partners's portfolio in Q2 2026, its #84 holding.
Madison Wealth Partners first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.