Wood Tarver Financial Group’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Wood Tarver Financial Group’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	$11.1M	Buy	113,377 +6,134	+6%	+$553K	2.63%	8
2026 Q1	$8.45M	Buy	107,243 +6,976	+7%	+$571K	2.33%	10
2025 Q4	$8.01M	Buy	100,267 +3,611	+4%	+$293K	2.25%	10
2025 Q3	$8M	Buy	96,656 +4,042	+4%	+$330K	2.36%	10
2025 Q2	$7.43M	Buy	92,614 +4,271	+5%	+$318K	2.24%	10
2025 Q1	$6.31M	Buy	88,343 +9,021	+11%	+$687K	2.05%	11
2024 Q4	$5.99M	Buy	+79,322	New	+$6.07M	2%	11

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

Wood Tarver Financial Group's IMCG Position: Q2 2026 in Review

Wood Tarver Financial Group increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 5.7% in Q2 2026, buying an estimated $553K and bringing the position to 113,377 shares worth $11.1M. The position accounts for 2.63% of the portfolio, ranked #8.

Wood Tarver Financial Group first reported a position in IMCG in Q4 2024 and has held it in 7 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Wood Tarver Financial Group held 113,377 shares of iShares Morningstar Mid-Cap Growth ETF worth $11.1M as of Q2 2026.
Wood Tarver Financial Group bought 6,134 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $553K.
iShares Morningstar Mid-Cap Growth ETF made up 2.63% of Wood Tarver Financial Group's portfolio in Q2 2026, its #8 holding.
Wood Tarver Financial Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.