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YANKCOM Partnership’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

YANKCOM Partnership’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 		$29.5K Hold
300
– – 0.01% 213
2026
Q1 		$23.6K Hold
300
– – 0.01% 222
2025
Q4 		$24K Buy
+300
New +$24.4K 0.01% 233

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

YANKCOM Partnership's IMCG Position: Q2 2026 in Review

YANKCOM Partnership held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 300 shares worth $29.5K. The position accounts for 0.01% of the portfolio, ranked #213.

YANKCOM Partnership first reported a position in IMCG in Q4 2025 and has held it in 3 quarters since. 268 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • YANKCOM Partnership held 300 shares of iShares Morningstar Mid-Cap Growth ETF worth $29.5K as of Q2 2026.
  • YANKCOM Partnership 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 YANKCOM Partnership's portfolio in Q2 2026, its #213 holding.
  • YANKCOM Partnership first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 268 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on YANKCOM Partnership's 13F filing for Q2 2026, filed 21 Jul 2026.