MGO One Seven’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

MGO One Seven’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	$1.17M	Sell	11,870 -95,148	-89%	-$8.59M	0.02%	666
2026 Q1	$8.43M	Buy	107,018 +839	+0.8%	+$68.7K	0.17%	139
2025 Q4	$8.48M	Buy	106,179 +7,653	+8%	+$622K	0.17%	127
2025 Q3	$8.15M	Buy	98,526 +3,170	+3%	+$258K	0.19%	124
2025 Q2	$7.65M	Sell	95,356 -17,509	-16%	-$1.3M	0.25%	98
2025 Q1	$8.06M	Buy	112,865 +4,059	+4%	+$309K	0.31%	77
2024 Q4	$8.22M	Sell	108,806 -2,344	-2%	-$179K	0.31%	64
2024 Q3	$8.11M	Sell	111,150 -100	-0.1%	-$6.94K	0.35%	63
2024 Q2	$7.54M	Buy	111,250 +455	+0.4%	+$30.9K	0.36%	62
2024 Q1	$7.83M	Buy	110,795 +4,771	+4%	+$318K	0.41%	56
2023 Q4	$6.83M	Buy	106,024 +4,739	+5%	+$278K	0.39%	60
2023 Q3	$5.79M	Buy	101,285 +50,496	+99%	+$3.05M	0.44%	54
2023 Q2	$3.1M	Sell	50,789 -32,857	-39%	-$1.88M	0.28%	77
2023 Q1	$4.81M	Buy	83,646 +2,194	+3%	+$125K	0.31%	87
2022 Q4	$4.39M	Sell	81,452 -24,253	-23%	-$1.31M	0.44%	45
2022 Q3	$38.4M	Buy	+105,705	New	+$5.89M	1.49%	14

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

MGO One Seven's IMCG Position: Q2 2026 in Review

MGO One Seven reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 89% in Q2 2026, selling an estimated $8.59M and leaving 11,870 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #666.

MGO One Seven first reported a position in IMCG in Q3 2022 and has held it in 16 quarters since. The position peaked at $38.4M in Q3 2022. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

MGO One Seven held 11,870 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.17M as of Q2 2026.
MGO One Seven sold 95,148 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $8.59M.
iShares Morningstar Mid-Cap Growth ETF made up 0.02% of MGO One Seven's portfolio in Q2 2026, its #666 holding.
MGO One Seven first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2022 and has held it in 16 quarters since.
MGO One Seven's iShares Morningstar Mid-Cap Growth ETF position peaked at $38.4M in Q3 2022.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.