TAGStone Capital’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

TAGStone Capital’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	$400K	Buy	4,068 +203	+5%	+$18.3K	0.13%	105
2026 Q1	$304K	Buy	3,865 +112	+3%	+$9.18K	0.11%	111
2025 Q4	$300K	Buy	3,753 +4	+0.1%	+$325	0.11%	96
2025 Q3	$310K	Buy	3,749 +3	+0.1%	+$245	0.12%	94
2025 Q2	$301K	Buy	3,746 +4	+0.1%	+$297	0.12%	92
2025 Q1	$267K	Buy	3,742 +83	+2%	+$6.32K	0.13%	83
2024 Q4	$276K	Buy	3,659 +5	+0.1%	+$383	0.14%	75
2024 Q3	$267K	Buy	3,654 +22	+0.6%	+$1.53K	0.14%	77
2024 Q2	$246K	Buy	3,632 +3	+0.1%	+$204	0.14%	79
2024 Q1	$256K	Buy	3,629 +98	+3%	+$6.53K	0.15%	76
2023 Q4	$228K	Buy	+3,531	New	+$207K	0.15%	77

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

TAGStone Capital's IMCG Position: Q2 2026 in Review

TAGStone Capital increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 5.3% in Q2 2026, buying an estimated $18.3K and bringing the position to 4,068 shares worth $400K. The position accounts for 0.13% of the portfolio, ranked #105.

TAGStone Capital first reported a position in IMCG in Q4 2023 and has held it in 11 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

TAGStone Capital held 4,068 shares of iShares Morningstar Mid-Cap Growth ETF worth $400K as of Q2 2026.
TAGStone Capital bought 203 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $18.3K.
iShares Morningstar Mid-Cap Growth ETF made up 0.13% of TAGStone Capital's portfolio in Q2 2026, its #105 holding.
TAGStone Capital first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.