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 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

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

Rede Wealth's IMCG Position: Q2 2026 in Review

Rede Wealth held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 3,786 shares worth $372K. The position accounts for 0.12% of the portfolio, ranked #81.

Rede Wealth first reported a position in IMCG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.67M in Q2 2021. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Rede Wealth held 3,786 shares of iShares Morningstar Mid-Cap Growth ETF worth $372K as of Q2 2026.
Rede Wealth left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.12% of Rede Wealth's portfolio in Q2 2026, its #81 holding.
Rede Wealth first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 22 quarters since.
Rede Wealth's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.67M in Q2 2021.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Rede Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.