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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
Q2 		$50.1K Hold
510
– – 0.02% 243
2026
Q1 		$40.2K Hold
510
– – 0.01% 237
2025
Q4 		$40.7K Buy
+510
New +$41.5K 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

AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Richards, Merrill & Peterson's IMCG Position: Q2 2026 in Review

Richards, Merrill & Peterson held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 510 shares worth $50.1K. The position accounts for 0.02% of the portfolio, ranked #243.

Richards, Merrill & Peterson first reported a position in IMCG in Q4 2024 and has held it in 5 quarters since. 200 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Richards, Merrill & Peterson held 510 shares of iShares Morningstar Mid-Cap Growth ETF worth $50.1K as of Q2 2026.
  • Richards, Merrill & Peterson left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.02% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #243 holding.
  • Richards, Merrill & Peterson first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • 200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.