Michels Family Financial’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Michels Family Financial’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	$787K	Sell	8,002 -45	-0.6%	-$4.06K	0.5%	61
2026 Q1	$634K	Sell	8,047 -140	-2%	-$11.5K	0.46%	72
2025 Q4	$654K	Buy	8,187 +20	+0.2%	+$1.63K	0.48%	68
2025 Q3	$676K	Sell	8,167 -237	-3%	-$19.3K	0.53%	59
2025 Q2	$674K	Sell	8,404 -111	-1%	-$8.25K	0.57%	55
2025 Q1	$608K	Sell	8,515 -19	-0.2%	-$1.45K	0.55%	60
2024 Q4	$645K	Buy	+8,534	New	+$653K	0.59%	57

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

Michels Family Financial's IMCG Position: Q2 2026 in Review

Michels Family Financial reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.56% in Q2 2026, selling an estimated $4.06K and leaving 8,002 shares worth $787K. The position accounts for 0.5% of the portfolio, ranked #61.

Michels Family Financial first reported a position in IMCG in Q4 2024 and has held it in 7 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Michels Family Financial held 8,002 shares of iShares Morningstar Mid-Cap Growth ETF worth $787K as of Q2 2026.
Michels Family Financial sold 45 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $4.06K.
iShares Morningstar Mid-Cap Growth ETF made up 0.5% of Michels Family Financial's portfolio in Q2 2026, its #61 holding.
Michels Family Financial first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.