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Rhodes Investment Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Rhodes Investment Advisors’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 		$2.54M Buy
27,070
+1,035
+4% +$99.9K 1.8% 16
2026
Q2 		$2.56M Sell
26,035
-140
-0.5% -$12.6K 1.88% 14
2026
Q1 		$2.06M Sell
26,175
-1,270
-5% -$104K 1.78% 17
2025
Q4 		$2.19M Buy
+27,445
New +$2.23M 1.77% 15

Other funds holding IMCG

MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Rhodes Investment Advisors's IMCG Position: Q3 2026 in Review

Rhodes Investment Advisors increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 4% in Q3 2026, buying an estimated $99.9K and bringing the position to 27,070 shares worth $2.54M. The position accounts for 1.8% of the portfolio, ranked #16.

Rhodes Investment Advisors first reported a position in IMCG in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.56M in Q2 2026. 15 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

  • Rhodes Investment Advisors held 27,070 shares of iShares Morningstar Mid-Cap Growth ETF worth $2.54M as of Q3 2026.
  • Rhodes Investment Advisors bought 1,035 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $99.9K.
  • iShares Morningstar Mid-Cap Growth ETF made up 1.8% of Rhodes Investment Advisors's portfolio in Q3 2026, its #16 holding.
  • Rhodes Investment Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • Rhodes Investment Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $2.56M in Q2 2026.
  • 15 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.