Whitaker-Myers Wealth Managers’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
Bought
Maintained
Sold
Other funds holding IMCG
VIA
RWM
AFG
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.