Triangle Securities Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$700K Buy
7,461
+2,637
+55% +$254K 0.13% 135
2026
Q2
$474K Buy
4,824
+145
+3% +$13.1K 0.09% 165
2026
Q1
$369K Buy
4,679
+794
+20% +$65K 0.08% 171
2025
Q4
$310K Buy
3,885
+1,313
+51% +$107K 0.07% 185
2025
Q3
$213K Buy
+2,572
New +$210K 0.05% 200

Other funds holding IMCG

Triangle Securities Wealth Management's IMCG Position: Q3 2026 in Review

Triangle Securities Wealth Management increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 55% in Q3 2026, buying an estimated $254K and bringing the position to 7,461 shares worth $700K. The position accounts for 0.13% of the portfolio, ranked #135.

Triangle Securities Wealth Management first reported a position in IMCG in Q3 2025 and has held it in 5 quarters since. 123 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

  • Triangle Securities Wealth Management held 7,461 shares of iShares Morningstar Mid-Cap Growth ETF worth $700K as of Q3 2026.
  • Triangle Securities Wealth Management bought 2,637 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $254K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.13% of Triangle Securities Wealth Management's portfolio in Q3 2026, its #135 holding.
  • Triangle Securities Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • 123 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.