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

Allegheny 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	$61.2M	Buy	622,184 +401,770	+182%	+$36.3M	6.49%	2
2026 Q1	$17.4M	Buy	220,414 +58,639	+36%	+$4.8M	2.34%	10
2025 Q4	$12.9M	Buy	161,775 +11,955	+8%	+$972K	1.91%	12
2025 Q3	$12.4M	Buy	149,820 +21,765	+17%	+$1.77M	2.32%	10
2025 Q2	$10.3M	Buy	128,055 +34,779	+37%	+$2.59M	2.28%	11
2025 Q1	$6.66M	Buy	93,276 +35,156	+60%	+$2.68M	1.71%	14
2024 Q4	$4.39M	Buy	58,120 +35,136	+153%	+$2.69M	1.13%	15
2024 Q3	$1.68M	Buy	22,984 +3,010	+15%	+$209K	0.41%	44
2024 Q2	$1.35M	Buy	19,974 +1,290	+7%	+$87.7K	0.39%	48
2024 Q1	$1.32M	Buy	18,684 +5,100	+38%	+$340K	0.41%	44
2023 Q4	$876K	Buy	13,584 +985	+8%	+$57.9K	0.28%	69
2023 Q3	$720K	Buy	12,599 +5,883	+88%	+$355K	0.27%	69
2023 Q2	$409K	Sell	6,716 -5,867	-47%	-$336K	0.19%	105
2023 Q1	$724K	Buy	12,583 +7	+0.1%	+$400	0.29%	69
2022 Q4	$678K	Buy	12,576 +3,700	+42%	+$199K	0.28%	71
2022 Q3	$447K	Buy	8,876 +1,597	+22%	+$89K	0.21%	88
2022 Q2	$378K	Buy	7,279 +2,651	+57%	+$151K	0.18%	93
2022 Q1	$297K	Buy	4,628 +635	+16%	+$40.9K	0.13%	115
2021 Q4	$292K	Buy	3,993 +276	+7%	+$20.1K	0.12%	118
2021 Q3	$256K	Buy	3,717 +419	+13%	+$29.6K	0.12%	116
2021 Q2	$227K	Buy	+3,298	New	+$218K	0.1%	130

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Allegheny Financial Group's IMCG Position: Q2 2026 in Review

Allegheny Financial Group increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 182% in Q2 2026, buying an estimated $36.3M and bringing the position to 622,184 shares worth $61.2M. The position accounts for 6.49% of the portfolio, ranked #2.

Allegheny Financial Group first reported a position in IMCG in Q2 2021 and has held it in 21 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Allegheny Financial Group held 622,184 shares of iShares Morningstar Mid-Cap Growth ETF worth $61.2M as of Q2 2026.
Allegheny Financial Group bought 401,770 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $36.3M.
iShares Morningstar Mid-Cap Growth ETF made up 6.49% of Allegheny Financial Group's portfolio in Q2 2026, its #2 holding.
Allegheny Financial Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2021 and has held it in 21 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.