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

American Trust’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
Q1 		$4.89M Sell
62,034
-454
-0.7% -$37.2K 0.43% 32
2025
Q4 		$4.99M Sell
62,488
-48,605
-44% -$3.95M 0.42% 38
2025
Q3 		$9.19M Buy
111,093
+18,049
+19% +$1.47M 0.78% 19
2025
Q2 		$7.46M Buy
+93,044
New +$6.92M 0.7% 20
2025
Q1 		– Sell
-42,014
Closed -$3.17M – 199
2024
Q4 		$3.17M Buy
+42,014
New +$3.21M 0.24% 69
2024
Q2 		– Sell
-11,789
Closed -$833K – 275
2024
Q1 		$833K Buy
11,789
+905
+8% +$60.3K 0.07% 106
2023
Q4 		$701K Buy
+10,884
New +$639K 0.05% 115
2023
Q2 		– Sell
-20,972
Closed -$1.26M – 450
2023
Q1 		$1.26M Buy
+20,972
New +$1.2M 0.09% 119

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return