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

Revisor Wealth Management’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	$516K	Buy	5,516 +346	+7%	+$33.4K	0.13%	176
2026 Q2	$508K	Buy	5,170 +103	+2%	+$9.29K	0.12%	192
2026 Q1	$399K	Buy	5,067 +606	+14%	+$49.6K	0.11%	206
2025 Q4	$372K	Buy	4,461 +266	+6%	+$21.6K	0.1%	208
2025 Q3	$348K	Buy	4,195 +168	+4%	+$13.7K	0.12%	185
2025 Q2	$326K	Sell	4,027 -126	-3%	-$9.37K	0.12%	201
2025 Q1	$297K	Buy	4,153 +812	+24%	+$61.9K	0.13%	170
2024 Q4	$262K	Buy	+3,341	New	+$256K	0.24%	87

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

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

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Revisor Wealth Management's IMCG Position: Q3 2026 in Review

Revisor Wealth Management increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 6.7% in Q3 2026, buying an estimated $33.4K and bringing the position to 5,516 shares worth $516K. The position accounts for 0.13% of the portfolio, ranked #176.

Revisor Wealth Management first reported a position in IMCG in Q4 2024 and has held it in 8 quarters since. 123 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

Revisor Wealth Management held 5,516 shares of iShares Morningstar Mid-Cap Growth ETF worth $516K as of Q3 2026.
Revisor Wealth Management bought 346 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $33.4K.
iShares Morningstar Mid-Cap Growth ETF made up 0.13% of Revisor Wealth Management's portfolio in Q3 2026, its #176 holding.
Revisor Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
123 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Revisor Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.