American Money Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

American Money Management’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	$455K	Hold	4,630	–	–	0.07%	107
2026 Q1	$365K	Hold	4,630	–	–	0.06%	118
2025 Q4	$370K	Hold	4,630	–	–	0.06%	117
2025 Q3	$383K	Hold	4,630	–	–	0.06%	110
2025 Q2	$371K	Sell	4,630 -1,038	-18%	-$77.2K	0.07%	109
2025 Q1	$405K	Hold	5,668	–	–	0.08%	100
2024 Q4	$428K	Hold	5,668	–	–	0.08%	100
2024 Q3	$414K	Hold	5,668	–	–	0.08%	102
2024 Q2	$384K	Sell	5,668 -832	-13%	-$56.6K	0.08%	102
2024 Q1	$459K	Hold	6,500	–	–	0.1%	98
2023 Q4	$419K	Hold	6,500	–	–	0.09%	100
2023 Q3	$371K	Hold	6,500	–	–	0.09%	102
2023 Q2	$396K	Hold	6,500	–	–	0.1%	105
2023 Q1	$374K	Hold	6,500	–	–	0.1%	102
2022 Q4	$350K	Hold	6,500	–	–	0.1%	103
2022 Q3	$327K	Hold	6,500	–	–	0.1%	102
2022 Q2	$338K	Hold	6,500	–	–	0.1%	101
2022 Q1	$418K	Hold	6,500	–	–	0.11%	100
2021 Q4	$476K	Sell	6,500 -1,000	-13%	-$72.7K	0.12%	98
2021 Q3	$517K	Buy	+7,500	New	+$530K	0.15%	98

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

American Money Management's IMCG Position: Q2 2026 in Review

American Money Management held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 4,630 shares worth $455K. The position accounts for 0.07% of the portfolio, ranked #107.

American Money Management first reported a position in IMCG in Q3 2021 and has held it in 20 quarters since. The position peaked at $517K in Q3 2021. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

American Money Management held 4,630 shares of iShares Morningstar Mid-Cap Growth ETF worth $455K as of Q2 2026.
American Money Management left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.07% of American Money Management's portfolio in Q2 2026, its #107 holding.
American Money Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2021 and has held it in 20 quarters since.
American Money Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $517K in Q3 2021.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on American Money Management's 13F filing for Q2 2026, filed 13 Aug 2026.