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

Verde 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 		$8.03M Buy
81,701
+4,183
+5% +$377K 1.48% 13
2026
Q1 		$6.11M Buy
77,518
+7,664
+11% +$628K 1.31% 14
2025
Q4 		$5.58M Buy
69,854
+2,454
+4% +$199K 1.19% 15
2025
Q3 		$5.58M Buy
67,400
+3,597
+6% +$293K 1.24% 15
2025
Q2 		$5.12M Buy
63,803
+4,565
+8% +$339K 1.26% 16
2025
Q1 		$4.23M Buy
59,238
+4,090
+7% +$312K 1.2% 17
2024
Q4 		$4.17M Buy
55,148
+4,096
+8% +$313K 1.18% 17
2024
Q3 		$3.73M Buy
51,052
+2,488
+5% +$173K 1.12% 18
2024
Q2 		$3.29M Buy
48,564
+5,767
+13% +$392K 1.04% 18
2024
Q1 		$3.02M Buy
42,797
+8,921
+26% +$594K 1.04% 18
2023
Q4 		$2.18M Buy
33,876
+3,822
+13% +$225K 0.83% 20
2023
Q3 		$1.72M Buy
30,054
+4,116
+16% +$248K 0.67% 25
2023
Q2 		$1.58M Buy
25,938
+3,310
+15% +$190K 0.6% 25
2023
Q1 		$1.3M Buy
22,628
+2,693
+14% +$154K 0.54% 28
2022
Q4 		$1.07M Buy
19,935
+3,944
+25% +$212K 0.51% 27
2022
Q3 		$806K Sell
15,991
-6,160
-28% -$343K 0.39% 33
2022
Q2 		$1.15M Sell
22,151
-20,275
-48% -$1.15M 0.53% 31
2022
Q1 		$2.73M Buy
42,426
+20,178
+91% +$1.3M 1.08% 19
2021
Q4 		$1.63M Buy
+22,248
New +$1.62M 0.62% 27

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Verde Capital Management increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 5.4% in Q2 2026, buying an estimated $377K and bringing the position to 81,701 shares worth $8.03M. The position accounts for 1.48% of the portfolio, ranked #13.

Verde Capital Management first reported a position in IMCG in Q4 2021 and has held it in 19 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Verde Capital Management held 81,701 shares of iShares Morningstar Mid-Cap Growth ETF worth $8.03M as of Q2 2026.
  • Verde Capital Management bought 4,183 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $377K.
  • iShares Morningstar Mid-Cap Growth ETF made up 1.48% of Verde Capital Management's portfolio in Q2 2026, its #13 holding.
  • Verde Capital Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Verde Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.