Unified Investment Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Unified Investment 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 Q3	$403K	Buy	4,291 +1	+0%	+$96	0.35%	95
2026 Q2	$422K	Buy	4,290 +5	+0.1%	+$451	0.39%	87
2026 Q1	$338K	Buy	4,285 +135	+3%	+$11.1K	0.34%	96
2025 Q4	$331K	Buy	4,150 +102	+3%	+$8.29K	0.33%	100
2025 Q3	$335K	Sell	4,048 -700	-15%	-$57.1K	0.33%	96
2025 Q2	$381K	Buy	4,748 +35	+0.7%	+$2.6K	0.41%	86
2025 Q1	$337K	Sell	4,713 -9	-0.2%	-$686	0.4%	91
2024 Q4	$357K	Buy	+4,722	New	+$361K	0.41%	86

Other funds holding IMCG

FPF

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Unified Investment Management's IMCG Position: Q3 2026 in Review

Unified Investment Management increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.02% in Q3 2026, buying an estimated $96 and bringing the position to 4,291 shares worth $403K. The position accounts for 0.35% of the portfolio, ranked #95.

Unified Investment Management first reported a position in IMCG in Q4 2024 and has held it in 8 quarters since. The position peaked at $422K in Q2 2026. 63 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

Unified Investment Management held 4,291 shares of iShares Morningstar Mid-Cap Growth ETF worth $403K as of Q3 2026.
Unified Investment Management bought 1 iShares Morningstar Mid-Cap Growth ETF share in Q3 2026, an estimated $96.
iShares Morningstar Mid-Cap Growth ETF made up 0.35% of Unified Investment Management's portfolio in Q3 2026, its #95 holding.
Unified Investment Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
Unified Investment Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $422K in Q2 2026.
63 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Unified Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.