Spire Wealth Management
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Spire Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Spire 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
Q3 		$8.26K Sell
88
-360
-80% -$34.7K ﹤0.01% 1658
2026
Q2 		$44K Sell
448
-10
-2% -$902 ﹤0.01% 1215
2026
Q1 		$36.1K Buy
458
+360
+367% +$29.5K ﹤0.01% 1261
2025
Q4 		$7.82K Hold
98
– – ﹤0.01% 1792
2025
Q3 		$8.11K Buy
98
+7
+8% +$571 ﹤0.01% 1829
2025
Q2 		$7.3K Sell
91
-78
-46% -$5.8K ﹤0.01% 1826
2025
Q1 		$12.1K Buy
169
+75
+80% +$5.72K ﹤0.01% 1777
2024
Q4 		$7.1K Hold
94
– – ﹤0.01% 1947
2024
Q3 		$6.86K Buy
94
+84
+840% +$5.83K ﹤0.01% 1743
2024
Q2 		$678 Hold
10
– – ﹤0.01% 2167
2024
Q1 		$707 Hold
10
– – ﹤0.01% 2261
2023
Q4 		$639 Hold
10
– – ﹤0.01% 2334
2023
Q3 		$571 Hold
10
– – ﹤0.01% 2338
2023
Q2 		$609 Hold
10
– – ﹤0.01% 2364
2023
Q1 		$576 Hold
10
– – ﹤0.01% 2461
2022
Q4 		$1K Hold
10
– – ﹤0.01% 2195
2022
Q3 		$1K Hold
10
– – ﹤0.01% 2087
2022
Q2 		$1K Buy
+10
New +$569 ﹤0.01% 2522

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

Spire Wealth Management's IMCG Position: Q3 2026 in Review

Spire Wealth Management reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 80% in Q3 2026, selling an estimated $34.7K and leaving 88 shares worth $8.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

Spire Wealth Management first reported a position in IMCG in Q2 2022 and has held it in 18 quarters since. The position peaked at $44K in Q2 2026. 269 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

  • Spire Wealth Management held 88 shares of iShares Morningstar Mid-Cap Growth ETF worth $8.26K as of Q3 2026.
  • Spire Wealth Management sold 360 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $34.7K.
  • iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1658 holding.
  • Spire Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2022 and has held it in 18 quarters since.
  • Spire Wealth Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $44K in Q2 2026.
  • 269 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.