Signal Advisors Wealth’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Signal Advisors Wealth’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	$1.07M	Buy	10,878 +1,360	+14%	+$123K	0.05%	264
2026 Q1	$750K	Buy	9,518 +200	+2%	+$16.4K	0.05%	294
2025 Q4	$744K	Buy	9,318 +845	+10%	+$68.7K	0.06%	241
2025 Q3	$701K	Buy	8,473 +4,004	+90%	+$326K	0.06%	216
2025 Q2	$359K	Buy	4,469 +691	+18%	+$51.4K	0.03%	339
2025 Q1	$270K	Buy	3,778 +595	+19%	+$45.3K	0.03%	382
2024 Q4	$240K	Sell	3,183 -51	-2%	-$3.9K	0.03%	395
2024 Q3	$236K	Buy	+3,234	New	+$224K	0.03%	386
2024 Q2	–	Sell	-6,739	Closed	-$476K	–	171
2024 Q1	$476K	Buy	6,739 +1,396	+26%	+$93K	0.12%	176
2023 Q4	$344K	Buy	+5,343	New	+$314K	0.12%	157

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

Signal Advisors Wealth's IMCG Position: Q2 2026 in Review

Signal Advisors Wealth increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 14% in Q2 2026, buying an estimated $123K and bringing the position to 10,878 shares worth $1.07M. The position accounts for 0.05% of the portfolio, ranked #264.

Signal Advisors Wealth first reported a position in IMCG in Q4 2023 and has held it in 10 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Signal Advisors Wealth held 10,878 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.07M as of Q2 2026.
Signal Advisors Wealth bought 1,360 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $123K.
iShares Morningstar Mid-Cap Growth ETF made up 0.05% of Signal Advisors Wealth's portfolio in Q2 2026, its #264 holding.
Signal Advisors Wealth first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.