Moisand Fitzgerald Tamayo’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Moisand Fitzgerald Tamayo’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	$76.1K	Hold	774	–	–	0.01%	179
2026 Q1	$61K	Hold	774	–	–	0.01%	184
2025 Q4	$61.8K	Hold	774	–	–	0.01%	177
2025 Q3	$64K	Hold	774	–	–	0.01%	174
2025 Q2	$62.1K	Hold	774	–	–	0.01%	176
2025 Q1	$55.3K	Hold	774	–	–	0.01%	180
2024 Q4	$58.5K	Hold	774	–	–	0.01%	176
2024 Q3	$56.5K	Hold	774	–	–	0.01%	182
2024 Q2	$52.4K	Hold	774	–	–	0.01%	170
2024 Q1	$54.7K	Hold	774	–	–	0.01%	169
2023 Q4	$49.9K	Hold	774	–	–	0.01%	173
2023 Q3	$44.2K	Hold	774	–	–	0.01%	192
2023 Q2	$47.2K	Sell	774 -600	-44%	-$34.4K	0.01%	176
2023 Q1	$79.1K	Buy	1,374 +600	+78%	+$34.3K	0.02%	143
2022 Q4	$41.7K	Hold	774	–	–	0.01%	187
2022 Q3	$39K	Hold	774	–	–	0.01%	177
2022 Q2	$40K	Hold	774	–	–	0.01%	170
2022 Q1	$50K	Sell	774 -300	-28%	-$19.3K	0.02%	102
2021 Q4	$79K	Hold	1,074	–	–	0.02%	121
2021 Q3	$74K	Hold	1,074	–	–	0.02%	124
2021 Q2	$74K	Buy	1,074 +300	+39%	+$19.8K	0.03%	123
2021 Q1	$49K	Hold	774	–	–	0.02%	128
2020 Q4	$49K	Hold	774	–	–	0.02%	132
2020 Q3	$41K	Hold	774	–	–	0.02%	125
2020 Q2	$38K	Hold	774	–	–	0.02%	121
2020 Q1	$28K	Hold	774	–	–	0.02%	134
2019 Q4	$34K	Hold	774	–	–	0.02%	134
2019 Q3	$31K	Hold	774	–	–	0.02%	139
2019 Q2	$32K	Hold	774	–	–	0.02%	134
2019 Q1	$30K	Hold	774	–	–	0.02%	142
2018 Q4	$25K	Hold	774	–	–	0.02%	143
2018 Q3	$30K	Hold	774	–	–	0.02%	142
2018 Q2	$28K	Hold	774	–	–	0.02%	143
2018 Q1	$27K	Hold	774	–	–	0.02%	149
2017 Q4	$26K	Hold	774	–	–	0.02%	133
2017 Q3	$24K	Buy	+774	New	+$23.9K	0.01%	151

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

Moisand Fitzgerald Tamayo's IMCG Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 774 shares worth $76.1K. The position accounts for 0.01% of the portfolio, ranked #179.

Moisand Fitzgerald Tamayo first reported a position in IMCG in Q3 2017 and has held it in 36 quarters since. The position peaked at $79.1K in Q1 2023. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Moisand Fitzgerald Tamayo held 774 shares of iShares Morningstar Mid-Cap Growth ETF worth $76.1K as of Q2 2026.
Moisand Fitzgerald Tamayo left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #179 holding.
Moisand Fitzgerald Tamayo first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2017 and has held it in 36 quarters since.
Moisand Fitzgerald Tamayo's iShares Morningstar Mid-Cap Growth ETF position peaked at $79.1K in Q1 2023.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.