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 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

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

Ridgewood Investments's IMCG Position: Q2 2026 in Review

Ridgewood Investments increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.45% in Q2 2026, buying an estimated $3.34K and bringing the position to 8,282 shares worth $814K. The position accounts for 0.3% of the portfolio, ranked #107.

Ridgewood Investments first reported a position in IMCG in Q3 2022 and has held it in 15 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Ridgewood Investments held 8,282 shares of iShares Morningstar Mid-Cap Growth ETF worth $814K as of Q2 2026.
Ridgewood Investments bought 37 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $3.34K.
iShares Morningstar Mid-Cap Growth ETF made up 0.3% of Ridgewood Investments's portfolio in Q2 2026, its #107 holding.
Ridgewood Investments first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2022 and has held it in 15 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.