Wealthcare Advisory Partners’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Wealthcare Advisory Partners’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	$1.14M	Buy	11,571 +481	+4%	+$43.4K	0.02%	486
2026 Q1	$874K	Buy	11,090 +5,971	+117%	+$489K	0.02%	553
2025 Q4	$409K	Buy	+5,119	New	+$416K	0.01%	765
2021 Q3	–	Sell	-7,368	Closed	-$508K	–	562
2021 Q2	$508K	Hold	7,368	–	–	0.03%	319
2021 Q1	$464K	Buy	7,368 +1,812	+33%	+$117K	0.03%	305
2020 Q4	$354K	Buy	+5,556	New	+$328K	0.03%	296

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

Wealthcare Advisory Partners's IMCG Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 4.3% in Q2 2026, buying an estimated $43.4K and bringing the position to 11,571 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #486.

Wealthcare Advisory Partners first reported a position in IMCG in Q4 2020 and has held it in 6 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Wealthcare Advisory Partners held 11,571 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.14M as of Q2 2026.
Wealthcare Advisory Partners bought 481 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $43.4K.
iShares Morningstar Mid-Cap Growth ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #486 holding.
Wealthcare Advisory Partners first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 6 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.