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

Maripau 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	$788K	Buy	8,021 +1,407	+21%	+$127K	0.28%	72
2026 Q1	$521K	Buy	6,614 +219	+3%	+$17.9K	0.23%	85
2025 Q4	$506K	Buy	6,395 +482	+8%	+$39.2K	0.23%	82
2025 Q3	$489K	Buy	5,913 +1,475	+33%	+$120K	0.25%	75
2025 Q2	$359K	Buy	4,438 +660	+17%	+$49.1K	0.18%	101
2025 Q1	$270K	Buy	3,778 +595	+19%	+$45.3K	0.15%	109
2024 Q4	$240K	Buy	+3,183	New	+$244K	0.14%	121
2024 Q2	–	Sell	-6,720	Closed	-$475K	–	156
2024 Q1	$475K	Buy	6,720 +2,340	+53%	+$156K	0.36%	64
2023 Q4	$282K	Buy	4,380 +828	+23%	+$48.6K	0.25%	81
2023 Q3	$203K	Buy	+3,552	New	+$214K	0.19%	93

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

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

Maripau Wealth Management increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 21% in Q2 2026, buying an estimated $127K and bringing the position to 8,021 shares worth $788K. The position accounts for 0.28% of the portfolio, ranked #72.

Maripau Wealth Management first reported a position in IMCG in Q3 2023 and has held it in 10 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Maripau Wealth Management held 8,021 shares of iShares Morningstar Mid-Cap Growth ETF worth $788K as of Q2 2026.
Maripau Wealth Management bought 1,407 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $127K.
iShares Morningstar Mid-Cap Growth ETF made up 0.28% of Maripau Wealth Management's portfolio in Q2 2026, its #72 holding.
Maripau Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2023 and has held it in 10 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Maripau Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.