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

MGB 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 Q4	$132K	Buy	1,654 +354	+27%	+$28.8K	0.04%	239
2025 Q3	$108K	Hold	1,300	–	–	0.03%	246
2025 Q2	$104K	Hold	1,300	–	–	0.03%	236
2025 Q1	$92.9K	Hold	1,300	–	–	0.03%	232
2024 Q4	$98.2K	Hold	1,300	–	–	0.03%	220
2024 Q3	$94.9K	Hold	1,300	–	–	0.03%	218
2024 Q2	$90.2K	Hold	1,300	–	–	0.03%	220
2024 Q1	$91.9K	Hold	1,300	–	–	0.04%	208
2023 Q4	$83.8K	Buy	+1,300	New	+$76.4K	0.04%	207

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MGB Wealth Management's IMCG Position: Q4 2025 in Review

MGB Wealth Management increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 27% in Q4 2025, buying an estimated $28.8K and bringing the position to 1,654 shares worth $132K. The position accounts for 0.04% of the portfolio, ranked #239.

MGB Wealth Management first reported a position in IMCG in Q4 2023 and has held it in 9 quarters since. 397 funds tracked by Wall St. Rank hold IMCG as of Q4 2025.

MGB Wealth Management held 1,654 shares of iShares Morningstar Mid-Cap Growth ETF worth $132K as of Q4 2025.
MGB Wealth Management bought 354 iShares Morningstar Mid-Cap Growth ETF shares in Q4 2025, an estimated $28.8K.
iShares Morningstar Mid-Cap Growth ETF made up 0.04% of MGB Wealth Management's portfolio in Q4 2025, its #239 holding.
MGB Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 9 quarters since.
397 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.