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

Mascagni 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
2025 Q3	–	Sell	-2,827	Closed	-$227K	–	126
2025 Q2	$227K	Sell	2,827 -355	-11%	-$26.4K	0.19%	107
2025 Q1	$227K	Hold	3,182	–	–	0.23%	103
2024 Q4	$227K	Buy	+3,182	New	+$243K	0.23%	103

Other funds holding IMCG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mascagni Wealth Management's IMCG Position: Q3 2025 in Review

Mascagni Wealth Management sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2025, closing a stake of 2,827 shares — an estimated $227K sold.

Mascagni Wealth Management first reported a position in IMCG in Q4 2024 and held it in 3 quarters. The position peaked at $227K in Q1 2025. 356 funds tracked by Wall St. Rank hold IMCG as of Q3 2025.

Mascagni Wealth Management reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Mascagni Wealth Management sold 2,827 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2025, an estimated $227K.
Mascagni Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and held it in 3 quarters.
Mascagni Wealth Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $227K in Q1 2025.
356 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2025.

Based on Mascagni Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.