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

Sage Financial Group’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	$223K	Buy	+2,265	New	+$204K	0.01%	105
2025 Q3	–	Sell	-2,790	Closed	-$224K	–	99
2025 Q2	$224K	Sell	2,790 -507	-15%	-$37.7K	0.02%	97
2025 Q1	$236K	Buy	3,297 +1	+0%	+$76	0.02%	96
2024 Q4	$249K	Hold	3,296	–	–	0.02%	94
2024 Q3	$241K	Hold	3,296	–	–	0.02%	98
2024 Q2	$223K	Hold	3,296	–	–	0.02%	100
2024 Q1	$233K	Hold	3,296	–	–	0.02%	100
2023 Q4	$212K	Buy	+3,296	New	+$194K	0.02%	99

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

Sage Financial Group's IMCG Position: Q2 2026 in Review

Sage Financial Group opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026: 2,265 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #105 among its holdings. This is a return to the name: Sage Financial Group previously reported a position in IMCG as recently as Q2 2025.

Sage Financial Group first reported a position in IMCG in Q4 2023 and has held it in 8 quarters since. The position peaked at $249K in Q4 2024. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Sage Financial Group held 2,265 shares of iShares Morningstar Mid-Cap Growth ETF worth $223K as of Q2 2026.
iShares Morningstar Mid-Cap Growth ETF was a new Sage Financial Group position in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.01% of Sage Financial Group's portfolio in Q2 2026, its #105 holding.
Sage Financial Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 8 quarters since.
Sage Financial Group's iShares Morningstar Mid-Cap Growth ETF position peaked at $249K in Q4 2024.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.