rebel Financial’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

rebel Financial’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 Q1	$361K	Sell	4,588 -20	-0.4%	-$1.64K	0.16%	55
2025 Q4	$368K	Buy	+4,608	New	+$375K	0.16%	58
2025 Q3	–	Sell	-4,477	Closed	-$365K	–	53
2025 Q2	$359K	Buy	+4,477	New	+$333K	0.16%	52

Other funds holding IMCG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

rebel Financial's IMCG Position: Q1 2026 in Review

rebel Financial reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.43% in Q1 2026, selling an estimated $1.64K and leaving 4,588 shares worth $361K. The position accounts for 0.16% of the portfolio, ranked #55.

rebel Financial first reported a position in IMCG in Q2 2025 and has held it in 3 quarters since. The position peaked at $368K in Q4 2025. 401 funds tracked by Wall St. Rank hold IMCG as of Q1 2026.

rebel Financial held 4,588 shares of iShares Morningstar Mid-Cap Growth ETF worth $361K as of Q1 2026.
rebel Financial sold 20 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $1.64K.
iShares Morningstar Mid-Cap Growth ETF made up 0.16% of rebel Financial's portfolio in Q1 2026, its #55 holding.
rebel Financial first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 3 quarters since.
rebel Financial's iShares Morningstar Mid-Cap Growth ETF position peaked at $368K in Q4 2025.
401 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on rebel Financial's 13F filing for Q1 2026, filed 24 Apr 2026.