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

OxenFree 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	$10.8M	Buy	111,446 +983	+0.9%	+$88.7K	4.95%	6
2026 Q1	$9.43M	Buy	110,463 +18,625	+20%	+$1.53M	4.57%	6
2025 Q4	$7.33M	Buy	91,838 +5,102	+6%	+$415K	3.85%	6
2025 Q3	$7.24M	Buy	86,736 +6,322	+8%	+$515K	3.98%	6
2025 Q2	$6.45M	Buy	80,414 +3,443	+4%	+$256K	3.97%	6
2025 Q1	$5.12M	Buy	76,971 +5,492	+8%	+$418K	3.89%	7
2024 Q4	$5.4M	Buy	71,479 +2,936	+4%	+$225K	4.06%	6
2024 Q3	$5M	Buy	68,543 +3,697	+6%	+$256K	3.93%	6
2024 Q2	$4.39M	Sell	64,846 -23,631	-27%	-$1.61M	3.84%	6
2024 Q1	$6.25M	Buy	88,477 +2,458	+3%	+$164K	5.71%	6
2023 Q4	$5.54M	Buy	+86,019	New	+$5.05M	5.7%	6

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

OxenFree Capital's IMCG Position: Q2 2026 in Review

OxenFree Capital increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.89% in Q2 2026, buying an estimated $88.7K and bringing the position to 111,446 shares worth $10.8M. The position accounts for 4.95% of the portfolio, ranked #6.

OxenFree Capital first reported a position in IMCG in Q4 2023 and has held it in 11 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

OxenFree Capital held 111,446 shares of iShares Morningstar Mid-Cap Growth ETF worth $10.8M as of Q2 2026.
OxenFree Capital bought 983 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $88.7K.
iShares Morningstar Mid-Cap Growth ETF made up 4.95% of OxenFree Capital's portfolio in Q2 2026, its #6 holding.
OxenFree Capital first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on OxenFree Capital's 13F filing for Q2 2026, filed 8 Jul 2026.