Sagespring Wealth Partners’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Sagespring Wealth Partners’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	$2.18M	Buy	22,178 +20	+0.1%	+$1.8K	0.03%	205
2026 Q1	$1.75M	Sell	22,158 -293	-1%	-$24K	0.03%	212
2025 Q4	$1.79M	Buy	22,451 +84	+0.4%	+$6.83K	0.03%	203
2025 Q3	$1.85M	Sell	22,367 -62	-0.3%	-$5.05K	0.04%	192
2025 Q2	$1.8M	Sell	22,429 -961	-4%	-$71.5K	0.04%	185
2025 Q1	$1.67M	Buy	23,390 +435	+2%	+$33.1K	0.04%	172
2024 Q4	$1.73M	Buy	+22,955	New	+$1.76M	0.05%	154

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

Sagespring Wealth Partners's IMCG Position: Q2 2026 in Review

Sagespring Wealth Partners increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.09% in Q2 2026, buying an estimated $1.8K and bringing the position to 22,178 shares worth $2.18M. The position accounts for 0.03% of the portfolio, ranked #205.

Sagespring Wealth Partners first reported a position in IMCG in Q4 2024 and has held it in 7 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Sagespring Wealth Partners held 22,178 shares of iShares Morningstar Mid-Cap Growth ETF worth $2.18M as of Q2 2026.
Sagespring Wealth Partners bought 20 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.8K.
iShares Morningstar Mid-Cap Growth ETF made up 0.03% of Sagespring Wealth Partners's portfolio in Q2 2026, its #205 holding.
Sagespring Wealth Partners first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.