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 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%	+$5.71K	﹤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

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

Spire Wealth Management's IMCG Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 2.2% in Q2 2026, selling an estimated $902 and leaving 448 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Spire Wealth Management first reported a position in IMCG in Q2 2022 and has held it in 17 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Spire Wealth Management held 448 shares of iShares Morningstar Mid-Cap Growth ETF worth $44K as of Q2 2026.
Spire Wealth Management sold 10 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $902.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1215 holding.
Spire Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.