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

Mosley 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 		$44.1K Sell
448
-2,268
-84% -$205K 0.01% 265
2026
Q1 		$225K Buy
2,716
+1
+0% +$82 0.1% 144
2025
Q4 		$227K Buy
+2,715
New +$221K 0.1% 149
2024
Q4 		$212K Sell
2,690
-61
-2% -$4.67K 0.13% 109
2024
Q3 		$205K Buy
+2,751
New +$191K 0.14% 110

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
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

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

Mosley Wealth Management reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 84% in Q2 2026, selling an estimated $205K and leaving 448 shares worth $44.1K. The position accounts for 0.01% of the portfolio, ranked #265.

Mosley Wealth Management first reported a position in IMCG in Q3 2024 and has held it in 5 quarters since. The position peaked at $227K in Q4 2025. 272 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Mosley Wealth Management held 448 shares of iShares Morningstar Mid-Cap Growth ETF worth $44.1K as of Q2 2026.
  • Mosley Wealth Management sold 2,268 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $205K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #265 holding.
  • Mosley Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2024 and has held it in 5 quarters since.
  • Mosley Wealth Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $227K in Q4 2025.
  • 272 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.