MCC
IMCG icon

Money Concepts Capital’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Money Concepts Capital’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 		$1.71M Sell
17,420
-246
-1% -$22.2K 0.08% 220
2026
Q1 		$1.39M Buy
17,666
+325
+2% +$26.6K 0.08% 236
2025
Q4 		$1.38M Buy
17,341
+376
+2% +$30.6K 0.08% 222
2025
Q3 		$1.4M Sell
16,965
-274
-2% -$22.3K 0.09% 210
2025
Q2 		$1.38M Buy
17,239
+241
+1% +$17.9K 0.09% 197
2025
Q1 		$1.21M Buy
16,998
+523
+3% +$39.9K 0.09% 198
2024
Q4 		$1.24M Sell
16,475
-105
-0.6% -$8.03K 0.09% 191
2024
Q3 		$1.21M Buy
16,580
+51
+0.3% +$3.54K 0.09% 189
2024
Q2 		$1.12M Buy
16,529
+313
+2% +$21.3K 0.09% 188
2024
Q1 		$1.15M Sell
16,216
-1,198
-7% -$79.8K 0.11% 198
2023
Q4 		$1.12M Sell
17,414
-482
-3% -$28.3K 0.1% 198
2023
Q3 		$1.02M Buy
17,896
+657
+4% +$39.6K 0.11% 194
2023
Q2 		$1.05M Sell
17,239
-80,232
-82% -$4.6M 0.11% 196
2023
Q1 		$1.01M Buy
97,471
+76,914
+374% +$4.4M 0.06% 219
2022
Q4 		$1.11M Buy
20,557
+3,306
+19% +$178K 0.05% 277
2022
Q3 		$869K Sell
17,251
-1,373
-7% -$76.6K 0.05% 244
2022
Q2 		$982K Sell
18,624
-1,381
-7% -$78.6K 0.09% 202
2022
Q1 		$1.29M Buy
20,005
+270
+1% +$17.4K 0.07% 259
2021
Q4 		$1.45M Buy
+19,735
New +$1.44M 0.12% 164
2021
Q1 		$1.27M Sell
20,172
-720
-3% -$46.6K 0.1% 188
2020
Q4 		$1.33M Buy
+20,892
New +$1.23M 0.12% 160

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Money Concepts Capital's IMCG Position: Q2 2026 in Review

Money Concepts Capital reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 1.4% in Q2 2026, selling an estimated $22.2K and leaving 17,420 shares worth $1.71M. The position accounts for 0.08% of the portfolio, ranked #220.

Money Concepts Capital first reported a position in IMCG in Q4 2020 and has held it in 21 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Money Concepts Capital held 17,420 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.71M as of Q2 2026.
  • Money Concepts Capital sold 246 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $22.2K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.08% of Money Concepts Capital's portfolio in Q2 2026, its #220 holding.
  • Money Concepts Capital first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 21 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.