RMG Wealth Management
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RMG Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

RMG Wealth Management’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 		$133M Buy
1,358,033
+25,901
+2% +$2.5M 13.71% 3
2026
Q2 		$134M Buy
+1,332,132
New +$120M 13.81% 3

Other funds holding IMCG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Allegheny Financial Group
Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Victory Financial Group
Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

RMG Wealth Management's IMCG Position: Q3 2026 in Review

RMG Wealth Management increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 1.9% in Q3 2026, buying an estimated $2.5M and bringing the position to 1,358,033 shares worth $133M. The position accounts for 13.71% of the portfolio, ranked #3.

RMG Wealth Management first reported a position in IMCG in Q2 2026 and has held it in 2 quarters since. The position peaked at $134M in Q2 2026. 346 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

  • RMG Wealth Management held 1,358,033 shares of iShares Morningstar Mid-Cap Growth ETF worth $133M as of Q3 2026.
  • RMG Wealth Management bought 25,901 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $2.5M.
  • iShares Morningstar Mid-Cap Growth ETF made up 13.71% of RMG Wealth Management's portfolio in Q3 2026, its #3 holding.
  • RMG Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • RMG Wealth Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $134M in Q2 2026.
  • 346 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.