Quest 10 Wealth Builders’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Quest 10 Wealth Builders’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	–	Sell	-258	Closed	-$20.3K	–	797
2026 Q1	$20.3K	Sell	258 -5	-2%	-$410	0.02%	349
2025 Q4	$21K	Buy	+263	New	+$21.4K	0.02%	317
2025 Q3	–	Sell	-257	Closed	-$20.6K	–	888
2025 Q2	$20.6K	Sell	257 -9	-3%	-$669	0.02%	293
2025 Q1	$19K	Buy	+266	New	+$20.3K	0.02%	278

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

Quest 10 Wealth Builders's IMCG Position: Q2 2026 in Review

Quest 10 Wealth Builders sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026, closing a stake of 258 shares — an estimated $20.3K sold.

Quest 10 Wealth Builders first reported a position in IMCG in Q1 2025 and held it in 4 quarters. The position peaked at $21K in Q4 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Quest 10 Wealth Builders reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Quest 10 Wealth Builders sold 258 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $20.3K.
Quest 10 Wealth Builders first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2025 and held it in 4 quarters.
Quest 10 Wealth Builders's iShares Morningstar Mid-Cap Growth ETF position peaked at $21K in Q4 2025.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.