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Ridgewood Investments’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Ridgewood Investments’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 		$778K Hold
8,282
– – 0.29% 108
2026
Q2 		$814K Buy
8,282
+37
+0.4% +$3.34K 0.3% 107
2026
Q1 		$649K Buy
+8,245
New +$675K 0.27% 112
2025
Q3 		$666K Sell
8,055
-479
-6% -$39.1K 0.28% 103
2025
Q2 		$685K Sell
8,534
-836
-9% -$62.2K 0.3% 94
2025
Q1 		$669K Hold
9,370
– – 0.31% 95
2024
Q4 		$708K Sell
9,370
-346
-4% -$26.5K 0.34% 87
2024
Q3 		$709K Buy
9,716
+45
+0.5% +$3.12K 0.35% 82
2024
Q2 		$655K Buy
9,671
+1,147
+13% +$78K 0.33% 93
2024
Q1 		$602K Buy
8,524
+761
+10% +$50.7K 0.32% 101
2023
Q4 		$500K Buy
7,763
+16
+0.2% +$940 0.3% 107
2023
Q3 		$443K Sell
7,747
-1
-0% -$60 0.29% 108
2023
Q2 		$472K Buy
7,748
+1,323
+21% +$75.9K 0.27% 107
2023
Q1 		$370K Buy
6,425
+490
+8% +$28K 0.23% 118
2022
Q4 		$320K Buy
5,935
+876
+17% +$47.2K 0.23% 139
2022
Q3 		$255K Buy
+5,059
New +$282K 0.21% 137

Other funds holding IMCG

EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
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
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
FLI
Family Legacy Inc Greenville, South Carolina $363M AUM 22.81% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Ridgewood Investments's IMCG Position: Q3 2026 in Review

Ridgewood Investments held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q3 2026 at 8,282 shares worth $778K. The position accounts for 0.29% of the portfolio, ranked #108.

Ridgewood Investments first reported a position in IMCG in Q3 2022 and has held it in 16 quarters since. The position peaked at $814K in Q2 2026. 28 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

  • Ridgewood Investments held 8,282 shares of iShares Morningstar Mid-Cap Growth ETF worth $778K as of Q3 2026.
  • Ridgewood Investments left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.29% of Ridgewood Investments's portfolio in Q3 2026, its #108 holding.
  • Ridgewood Investments first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • Ridgewood Investments's iShares Morningstar Mid-Cap Growth ETF position peaked at $814K in Q2 2026.
  • 28 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.