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

Stanich 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 Q3	$2.07M	Buy	22,061 +290	+1%	+$28K	1%	14
2026 Q2	$2.14M	Buy	21,771 +4,124	+23%	+$372K	1.35%	9
2026 Q1	$1.39M	Sell	17,647 -125	-0.7%	-$10.2K	1.06%	11
2025 Q4	$1.42M	Sell	17,772 -928	-5%	-$75.4K	1.07%	11
2025 Q3	$1.55M	Buy	18,700 +599	+3%	+$48.8K	0.95%	15
2025 Q2	$1.46M	Sell	18,101 -3,634	-17%	-$270K	1.31%	9
2025 Q1	$1.55M	Buy	21,735 +478	+2%	+$36.4K	1.15%	13
2024 Q4	$1.61M	Buy	+21,257	New	+$1.63M	1.2%	14

Other funds holding IMCG

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Stanich Group's IMCG Position: Q3 2026 in Review

Stanich Group increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 1.3% in Q3 2026, buying an estimated $28K and bringing the position to 22,061 shares worth $2.07M. The position accounts for 1% of the portfolio, ranked #14.

Stanich Group first reported a position in IMCG in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.14M in Q2 2026. 86 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

Stanich Group held 22,061 shares of iShares Morningstar Mid-Cap Growth ETF worth $2.07M as of Q3 2026.
Stanich Group bought 290 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $28K.
iShares Morningstar Mid-Cap Growth ETF made up 1% of Stanich Group's portfolio in Q3 2026, its #14 holding.
Stanich Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
Stanich Group's iShares Morningstar Mid-Cap Growth ETF position peaked at $2.14M in Q2 2026.
86 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Stanich Group's 13F filing for Q3 2026, filed 16 Oct 2026.