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

Richwood 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 Q2	–	Sell	-3,725	Closed	-$293K	–	107
2026 Q1	$293K	Hold	3,725	–	–	0.23%	85
2025 Q4	$308K	Sell	3,725 -25	-0.7%	-$2.03K	0.22%	85
2025 Q3	$310K	Hold	3,750	–	–	0.24%	81
2025 Q2	$301K	Hold	3,750	–	–	0.25%	81
2025 Q1	$268K	Hold	3,750	–	–	0.23%	87
2024 Q4	$283K	Sell	3,750 -270	-7%	-$20.7K	0.24%	85
2024 Q3	$293K	Hold	4,020	–	–	0.24%	84
2024 Q2	$272K	Sell	4,020 -135	-3%	-$9.18K	0.24%	85
2024 Q1	$294K	Hold	4,155	–	–	0.26%	84
2023 Q4	$268K	Hold	4,155	–	–	0.25%	87
2023 Q3	$237K	Sell	4,155 -225	-5%	-$13.6K	0.24%	92
2023 Q2	$267K	Hold	4,380	–	–	0.26%	90
2023 Q1	$252K	Hold	4,380	–	–	0.25%	95
2022 Q4	$236K	Hold	4,380	–	–	0.24%	97
2022 Q3	$221K	Sell	4,380 -600	-12%	-$33.5K	0.24%	98
2022 Q2	$259K	Hold	4,980	–	–	0.26%	95
2022 Q1	$320K	Hold	4,980	–	–	0.29%	89
2021 Q4	$365K	Buy	+4,980	New	+$362K	0.32%	75

Other funds holding IMCG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Richwood Investment Advisors's IMCG Position: Q2 2026 in Review

Richwood Investment Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026, closing a stake of 3,725 shares — an estimated $293K sold.

Richwood Investment Advisors first reported a position in IMCG in Q4 2021 and held it in 18 quarters. The position peaked at $365K in Q4 2021. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Richwood Investment Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Richwood Investment Advisors sold 3,725 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $293K.
Richwood Investment Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 and held it in 18 quarters.
Richwood Investment Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $365K in Q4 2021.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.