Rede Wealth’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Rede Wealth’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 Q3	$355K	Hold	3,786	–	–	0.12%	84
2026 Q2	$372K	Hold	3,786	–	–	0.12%	81
2026 Q1	$298K	Hold	3,786	–	–	0.11%	87
2025 Q4	$302K	Buy	+3,786	New	+$308K	0.11%	90
2025 Q3	–	Sell	-3,786	Closed	-$304K	–	146
2025 Q2	$304K	Hold	3,786	–	–	0.11%	89
2025 Q1	$270K	Hold	3,786	–	–	0.1%	89
2024 Q4	$286K	Hold	3,786	–	–	0.11%	87
2024 Q3	$276K	Hold	3,786	–	–	0.11%	87
2024 Q2	$257K	Hold	3,786	–	–	0.24%	90
2024 Q1	$268K	Hold	3,786	–	–	0.11%	86
2023 Q4	$244K	Sell	3,786 -150	-4%	-$8.81K	0.12%	86
2023 Q3	$225K	Sell	3,936 -1,872	-32%	-$113K	0.11%	77
2023 Q2	$354K	Hold	5,808	–	–	0.17%	65
2023 Q1	$334K	Sell	5,808 -2,298	-28%	-$131K	0.17%	67
2022 Q4	$437K	Sell	8,106 -1,365	-14%	-$73.5K	0.23%	49
2022 Q3	$477K	Sell	9,471 -66	-0.7%	-$3.68K	0.28%	45
2022 Q2	$495K	Sell	9,537 -13,269	-58%	-$755K	0.29%	47
2022 Q1	$1.47M	Hold	22,806	–	–	0.69%	13
2021 Q4	$1.67M	Sell	22,806 -511	-2%	-$37.2K	0.84%	13
2021 Q3	$1.61M	Sell	23,317 -937	-4%	-$66.2K	0.86%	13
2021 Q2	$1.67M	Buy	24,254 +182	+0.8%	+$12K	0.89%	14
2021 Q1	$1.52M	Buy	24,072 +972	+4%	+$62.9K	0.88%	15
2020 Q4	$1.47M	Buy	+23,100	New	+$1.36M	1%	14

Other funds holding IMCG

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

PTM Wealth Management North Wales, United States $235M AUM 18.9% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Rede Wealth's IMCG Position: Q3 2026 in Review

Rede Wealth held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q3 2026 at 3,786 shares worth $355K. The position accounts for 0.12% of the portfolio, ranked #84.

Rede Wealth first reported a position in IMCG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.67M in Q2 2021. 135 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

Rede Wealth held 3,786 shares of iShares Morningstar Mid-Cap Growth ETF worth $355K as of Q3 2026.
Rede Wealth left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.12% of Rede Wealth's portfolio in Q3 2026, its #84 holding.
Rede Wealth first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
Rede Wealth's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.67M in Q2 2021.
135 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Rede Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.