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

Whitaker-Myers Wealth Managers’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
Q3 		$374K Sell
3,987
-2,531
-39% -$244K 0.06% 92
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

EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Whitaker-Myers Wealth Managers's IMCG Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 39% in Q3 2026, selling an estimated $244K and leaving 3,987 shares worth $374K. The position accounts for 0.06% of the portfolio, ranked #92.

Whitaker-Myers Wealth Managers first reported a position in IMCG in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.88M in Q1 2024. 26 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

  • Whitaker-Myers Wealth Managers held 3,987 shares of iShares Morningstar Mid-Cap Growth ETF worth $374K as of Q3 2026.
  • Whitaker-Myers Wealth Managers sold 2,531 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $244K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.06% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #92 holding.
  • Whitaker-Myers Wealth Managers first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • Whitaker-Myers Wealth Managers's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.88M in Q1 2024.
  • 26 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.