Woodard & Company Asset Management Group’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Woodard & Company Asset Management 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	$80	Hold	1	–	–	﹤0.01%	172
2026 Q1	$64	Hold	1	–	–	﹤0.01%	176
2025 Q4	$65	Sell	1 -13	-93%	-$1.06K	﹤0.01%	171
2025 Q3	$1.14K	Hold	14	–	–	﹤0.01%	150
2025 Q2	$1.11K	Hold	14	–	–	﹤0.01%	139
2025 Q1	$987	Sell	14 -2,399	-99%	-$183K	﹤0.01%	141
2024 Q4	$182K	Sell	2,413 -72	-3%	-$5.51K	0.04%	96
2024 Q3	$181K	Sell	2,485 -92	-4%	-$6.38K	0.04%	94
2024 Q2	$175K	Buy	2,577 +57	+2%	+$3.88K	0.04%	93
2024 Q1	$178K	Buy	2,520 +28	+1%	+$1.86K	0.05%	86
2023 Q4	$161K	Sell	2,492 -73	-3%	-$4.29K	0.05%	81
2023 Q3	$147K	Buy	2,565 +1,235	+93%	+$74.5K	0.05%	77
2023 Q2	$81K	Buy	+1,330	New	+$76.3K	0.03%	83
2022 Q2	–	Sell	-40,103	Closed	-$2.58M	–	114
2022 Q1	$2.58M	Buy	+40,103	New	+$2.58M	1.08%	14

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

Woodard & Company Asset Management Group's IMCG Position: Q2 2026 in Review

Woodard & Company Asset Management Group held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 1 share worth $80. The position accounts for ﹤0.01% of the portfolio, ranked #172.

Woodard & Company Asset Management Group first reported a position in IMCG in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.58M in Q1 2022. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Woodard & Company Asset Management Group held 1 share of iShares Morningstar Mid-Cap Growth ETF worth $80 as of Q2 2026.
Woodard & Company Asset Management Group left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #172 holding.
Woodard & Company Asset Management Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2022 and has held it in 14 quarters since.
Woodard & Company Asset Management Group's iShares Morningstar Mid-Cap Growth ETF position peaked at $2.58M in Q1 2022.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.