WealthCare Investment Partners’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

WealthCare Investment 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	$402K	Buy	4,094 +4	+0.1%	+$361	0.1%	139
2026 Q1	$328K	Buy	4,090 +6	+0.1%	+$492	0.09%	147
2025 Q4	$330K	Buy	4,084 +11	+0.3%	+$894	0.1%	142
2025 Q3	$336K	Buy	4,073 +8	+0.2%	+$652	0.11%	132
2025 Q2	$330K	Buy	4,065 +7	+0.2%	+$520	0.12%	123
2025 Q1	$270K	Buy	4,058 +7	+0.2%	+$533	0.11%	123
2024 Q4	$306K	Buy	4,051 +9	+0.2%	+$689	0.13%	112
2024 Q3	$293K	Sell	4,042 -59	-1%	-$4.09K	0.13%	110
2024 Q2	$278K	Buy	4,101 +7	+0.2%	+$476	0.13%	110
2024 Q1	$289K	Buy	4,094 +76	+2%	+$5.06K	0.14%	106
2023 Q4	$255K	Buy	4,018 +21	+0.5%	+$1.23K	0.14%	109
2023 Q3	$226K	Hold	3,997	–	–	0.14%	109
2023 Q2	$243K	Buy	3,997 +7	+0.2%	+$401	0.15%	101
2023 Q1	$230K	Buy	3,990 +8	+0.2%	+$457	0.14%	111
2022 Q4	$215K	Buy	3,982 +13	+0.3%	+$700	0.15%	108
2022 Q3	$200K	Buy	3,969 +11	+0.3%	+$613	0.17%	106
2022 Q2	$206K	Buy	3,958 +6	+0.2%	+$342	0.18%	104
2022 Q1	$249K	Buy	3,952 +6	+0.2%	+$386	0.22%	88
2021 Q4	$289K	Buy	+3,946	New	+$287K	0.28%	79

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 Investment Partners's IMCG Position: Q2 2026 in Review

WealthCare Investment Partners increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.1% in Q2 2026, buying an estimated $361 and bringing the position to 4,094 shares worth $402K. The position accounts for 0.1% of the portfolio, ranked #139.

WealthCare Investment Partners 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.

WealthCare Investment Partners held 4,094 shares of iShares Morningstar Mid-Cap Growth ETF worth $402K as of Q2 2026.
WealthCare Investment Partners bought 4 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $361.
iShares Morningstar Mid-Cap Growth ETF made up 0.1% of WealthCare Investment Partners's portfolio in Q2 2026, its #139 holding.
WealthCare Investment Partners 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 WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.