Whitaker-Myers Wealth Managers’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$641K Sell
6,518
-22
-0.3% -$1.99K 0.11% 83
2026
Q1
$515K Sell
6,540
-135
-2% -$11.1K 0.1% 83
2025
Q4
$533K Buy
6,675
+77
+1% +$6.26K 0.11% 83
2025
Q3
$546K Sell
6,598
-603
-8% -$49.2K 0.12% 83
2025
Q2
$578K Sell
7,201
-442
-6% -$32.9K 0.15% 69
2025
Q1
$546K Sell
7,643
-277
-3% -$21.1K 0.15% 58
2024
Q4
$598K Sell
7,920
-993
-11% -$76K 0.17% 54
2024
Q3
$650K Sell
8,913
-2,167
-20% -$150K 0.22% 52
2024
Q2
$751K Sell
11,080
-15,542
-58% -$1.06M 0.28% 47
2024
Q1
$1.88M Sell
26,622
-382
-1% -$25.4K 0.79% 19
2023
Q4
$1.74M Buy
27,004
+6,079
+29% +$357K 0.87% 19
2023
Q3
$1.2M Buy
20,925
+3,277
+19% +$198K 0.74% 29
2023
Q2
$1.08M Buy
17,648
+3,038
+21% +$174K 0.72% 30
2023
Q1
$841K Buy
14,610
+2,034
+16% +$116K 0.65% 34
2022
Q4
$678K Buy
+12,576
New +$677K 0.65% 36

Other funds holding IMCG

Whitaker-Myers Wealth Managers's IMCG Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.34% in Q2 2026, selling an estimated $1.99K and leaving 6,518 shares worth $641K. The position accounts for 0.11% of the portfolio, ranked #83.

Whitaker-Myers Wealth Managers first reported a position in IMCG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.88M in Q1 2024. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Whitaker-Myers Wealth Managers held 6,518 shares of iShares Morningstar Mid-Cap Growth ETF worth $641K as of Q2 2026.
  • Whitaker-Myers Wealth Managers sold 22 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.99K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.11% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #83 holding.
  • Whitaker-Myers Wealth Managers first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Whitaker-Myers Wealth Managers's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.88M in Q1 2024.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.