Richards, Merrill & Peterson’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Richards, Merrill & Peterson’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	$47.9K	Hold	510	–	–	0.01%	247
2026 Q2	$50.1K	Hold	510	–	–	0.02%	243
2026 Q1	$40.2K	Hold	510	–	–	0.01%	237
2025 Q4	$40.7K	Buy	+510	New	+$41.4K	0.02%	223
2025 Q2	–	Sell	-510	Closed	-$36.4K	–	331
2025 Q1	$36.4K	Hold	510	–	–	0.02%	280
2024 Q4	$38.5K	Buy	+510	New	+$39K	0.02%	265

Other funds holding IMCG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Richards, Merrill & Peterson's IMCG Position: Q3 2026 in Review

Richards, Merrill & Peterson held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q3 2026 at 510 shares worth $47.9K. The position accounts for 0.01% of the portfolio, ranked #247.

Richards, Merrill & Peterson first reported a position in IMCG in Q4 2024 and has held it in 6 quarters since. The position peaked at $50.1K in Q2 2026. 305 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

Richards, Merrill & Peterson held 510 shares of iShares Morningstar Mid-Cap Growth ETF worth $47.9K as of Q3 2026.
Richards, Merrill & Peterson left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.01% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #247 holding.
Richards, Merrill & Peterson first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Richards, Merrill & Peterson's iShares Morningstar Mid-Cap Growth ETF position peaked at $50.1K in Q2 2026.
305 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.