Tanglewood Legacy Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Tanglewood Legacy Advisors’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	$206K	Hold	2,094	–	–	0.07%	97
2026 Q1	$165K	Hold	2,094	–	–	0.06%	100
2025 Q4	$167K	Hold	2,094	–	–	0.06%	102
2025 Q3	$173K	Hold	2,094	–	–	0.07%	98
2025 Q2	$168K	Hold	2,094	–	–	0.07%	101
2025 Q1	$150K	Hold	2,094	–	–	0.07%	109
2024 Q4	$158K	Buy	+2,094	New	+$160K	0.07%	101

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

Tanglewood Legacy Advisors's IMCG Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 2,094 shares worth $206K. The position accounts for 0.07% of the portfolio, ranked #97.

Tanglewood Legacy Advisors 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.

Tanglewood Legacy Advisors held 2,094 shares of iShares Morningstar Mid-Cap Growth ETF worth $206K as of Q2 2026.
Tanglewood Legacy Advisors left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.07% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #97 holding.
Tanglewood Legacy Advisors 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 Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.