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TrueNorth Wealth & Impact, LLC’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

TrueNorth Wealth & Impact, LLC’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 		$1.86M Buy
+19,762
New +$1.91M 0.71% 33

Other funds holding IMCG

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Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Allegheny Financial Group
Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's IMCG Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2026: 19,762 shares worth $1.86M. The stake represents 0.71% of the portfolio and ranks #33 among its holdings.

396 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

  • TrueNorth Wealth & Impact, LLC held 19,762 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.86M as of Q3 2026.
  • iShares Morningstar Mid-Cap Growth ETF was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.71% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #33 holding.
  • 396 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.