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 Q2	$134M	Buy	+1,332,132	New	+$120M	13.81%	3

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

RMG Wealth Management's IMCG Position: Q2 2026 in Review

RMG Wealth Management opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026: 1,332,132 shares worth $134M. The stake represents 13.81% of the portfolio and ranks #3 among its holdings.

361 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

RMG Wealth Management held 1,332,132 shares of iShares Morningstar Mid-Cap Growth ETF worth $134M as of Q2 2026.
iShares Morningstar Mid-Cap Growth ETF was a new RMG Wealth Management position in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up 13.81% of RMG Wealth Management's portfolio in Q2 2026, its #3 holding.
361 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.