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

Telos Capital 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	$209K	Buy	+2,127	New	+$192K	0.02%	197

Other funds holding IMCG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Telos Capital Management's IMCG Position: Q2 2026 in Review

Telos Capital Management opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026: 2,127 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #197 among its holdings.

145 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Telos Capital Management held 2,127 shares of iShares Morningstar Mid-Cap Growth ETF worth $209K as of Q2 2026.
iShares Morningstar Mid-Cap Growth ETF was a new Telos Capital Management position in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.02% of Telos Capital Management's portfolio in Q2 2026, its #197 holding.
145 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Telos Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.