Rossby Financial
IMCG icon

Rossby Financial’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Rossby Financial’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 		$85.3K Buy
+908
New +$87.6K 0.01% 748
2026
Q2 		– Sell
-905
Closed -$72.2K – 2254
2026
Q1 		$72.2K Buy
+905
New +$74.1K 0.01% 632

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
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Allegheny Financial Group
Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 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
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Rossby Financial's IMCG Position: Q3 2026 in Review

Rossby Financial opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2026: 908 shares worth $85.3K. The stake represents 0.01% of the portfolio and ranks #748 among its holdings. This is a return to the name: Rossby Financial previously reported a position in IMCG as recently as Q1 2026.

Rossby Financial first reported a position in IMCG in Q1 2026 and has held it in 2 quarters since. 285 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

  • Rossby Financial held 908 shares of iShares Morningstar Mid-Cap Growth ETF worth $85.3K as of Q3 2026.
  • iShares Morningstar Mid-Cap Growth ETF was a new Rossby Financial position in Q3 2026.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.01% of Rossby Financial's portfolio in Q3 2026, its #748 holding.
  • Rossby Financial first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 285 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.