Tandem Financial’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Tandem Financial’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	$11.1M	Buy	112,506 +5,027	+5%	+$454K	3.33%	9
2026 Q1	$8.47M	Buy	107,479 +42,078	+64%	+$3.45M	2.69%	9
2025 Q4	$4.94M	Sell	65,401 -28,816	-31%	-$2.34M	5.92%	6
2025 Q3	$7.79M	Buy	94,217 +5,048	+6%	+$412K	2.9%	7
2025 Q2	$7.15M	Buy	89,169 +22,741	+34%	+$1.69M	6.67%	5
2025 Q1	$4.74M	Buy	66,428 +827	+1%	+$63K	5.13%	6
2024 Q4	$4.95M	Buy	+65,601	New	+$5.02M	5.25%	6

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

Tandem Financial's IMCG Position: Q2 2026 in Review

Tandem Financial increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 4.7% in Q2 2026, buying an estimated $454K and bringing the position to 112,506 shares worth $11.1M. The position accounts for 3.33% of the portfolio, ranked #9.

Tandem Financial first reported a position in IMCG in Q4 2024 and has held it in 7 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Tandem Financial held 112,506 shares of iShares Morningstar Mid-Cap Growth ETF worth $11.1M as of Q2 2026.
Tandem Financial bought 5,027 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $454K.
iShares Morningstar Mid-Cap Growth ETF made up 3.33% of Tandem Financial's portfolio in Q2 2026, its #9 holding.
Tandem Financial first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Tandem Financial's 13F filing for Q2 2026, filed 14 Aug 2026.