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

Western Wealth 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	$200K	Buy	+2,036	New	+$184K	0.01%	974
2022 Q4	–	Sell	-19,868	Closed	-$1M	–	697
2022 Q3	$1M	Buy	19,868 +2,032	+11%	+$113K	0.06%	307
2022 Q2	$925K	Sell	17,836 -65	-0.4%	-$3.7K	0.05%	320
2022 Q1	$1.15M	Buy	17,901 +8,393	+88%	+$540K	0.06%	316
2021 Q4	$696K	Buy	+9,508	New	+$691K	0.07%	264
2021 Q2	$692K	Sell	10,048 -50	-0.5%	-$3.3K	0.07%	284
2021 Q1	$637K	Sell	10,098 -360	-3%	-$23.3K	0.09%	235
2020 Q4	$667K	Buy	10,458 +504	+5%	+$29.7K	0.1%	205
2020 Q3	$532K	Sell	9,954 -228	-2%	-$11.9K	0.09%	223
2020 Q2	$498K	Buy	10,182 +894	+10%	+$39.4K	0.09%	228
2020 Q1	$337K	Hold	9,288	–	–	0.08%	247
2019 Q4	$407K	Sell	9,288 -29,340	-76%	-$1.23M	0.06%	262
2019 Q3	$1.57M	Buy	38,628 +29,670	+331%	+$1.24M	0.33%	74
2019 Q2	$377K	Sell	8,958 -22,614	-72%	-$912K	0.05%	267
2019 Q1	$1.24M	Sell	31,572 -3,174	-9%	-$117K	0.28%	90
2018 Q4	$1.13M	Buy	+34,746	New	+$1.21M	0.3%	78

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

Western Wealth Management's IMCG Position: Q2 2026 in Review

Western Wealth Management opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026: 2,036 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #974 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in IMCG as recently as Q3 2022.

Western Wealth Management first reported a position in IMCG in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.57M in Q3 2019. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Western Wealth Management held 2,036 shares of iShares Morningstar Mid-Cap Growth ETF worth $200K as of Q2 2026.
iShares Morningstar Mid-Cap Growth ETF was a new Western Wealth Management position in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #974 holding.
Western Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2018 and has held it in 16 quarters since.
Western Wealth Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.57M in Q3 2019.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.