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

Modern 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	$393K	Buy	3,997 +329	+9%	+$29.7K	﹤0.01%	791
2026 Q1	$293K	Buy	3,668 +62	+2%	+$5.08K	0.01%	723
2025 Q4	$288K	Sell	3,606 -163	-4%	-$13.2K	0.01%	695
2025 Q3	$312K	Sell	3,769 -7	-0.2%	-$571	0.01%	631
2025 Q2	$303K	Buy	+3,776	New	+$281K	0.01%	607
2025 Q1	–	Sell	-3,241	Closed	-$245K	–	687
2024 Q4	$245K	Buy	+3,241	New	+$248K	0.01%	506

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

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

Modern Wealth Management increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 9% in Q2 2026, buying an estimated $29.7K and bringing the position to 3,997 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Modern Wealth Management first reported a position in IMCG in Q4 2024 and has held it in 6 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Modern Wealth Management held 3,997 shares of iShares Morningstar Mid-Cap Growth ETF worth $393K as of Q2 2026.
Modern Wealth Management bought 329 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $29.7K.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #791 holding.
Modern Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.