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

AtlasMark Financial’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 Q3	$845K	Hold	9,000	–	–	0.41%	26
2026 Q2	$885K	Hold	9,000	–	–	0.44%	26
2026 Q1	$719K	Hold	9,000	–	–	0.46%	26
2025 Q4	$719K	Hold	9,000	–	–	0.46%	26
2025 Q3	$745K	Hold	9,000	–	–	0.5%	26
2025 Q2	$722K	Hold	9,000	–	–	0.55%	25
2025 Q1	$643K	Hold	9,000	–	–	0.6%	25
2024 Q4	$680K	Hold	9,000	–	–	0.62%	25
2024 Q3	$657K	Buy	+9,000	New	+$624K	0.61%	25
2023 Q2	$548K	Hold	9,000	–	–	0.67%	25
2023 Q1	$518K	Buy	+9,000	New	+$514K	0.68%	26
2022 Q3	$453K	Hold	9,000	–	–	0.68%	28
2022 Q2	$467K	Hold	9,000	–	–	0.68%	28
2022 Q1	$579K	Hold	9,000	–	–	0.74%	25
2021 Q4	$659K	Hold	9,000	–	–	0.8%	24
2021 Q3	$620K	Hold	9,000	–	–	0.83%	23
2021 Q2	$620K	Hold	9,000	–	–	0.81%	23
2021 Q1	$567K	Hold	9,000	–	–	0.79%	24
2020 Q4	$574K	Hold	9,000	–	–	0.87%	23
2020 Q3	$481K	Hold	9,000	–	–	0.83%	24
2020 Q2	$440K	Hold	9,000	–	–	0.87%	24
2020 Q1	$327K	Hold	9,000	–	–	0.82%	27
2019 Q4	$394K	Hold	9,000	–	–	0.9%	28
2019 Q3	$365K	Buy	+9,000	New	+$375K	0.91%	28

Other funds holding IMCG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

AtlasMark Financial's IMCG Position: Q3 2026 in Review

AtlasMark Financial held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q3 2026 at 9,000 shares worth $845K. The position accounts for 0.41% of the portfolio, ranked #26.

AtlasMark Financial first reported a position in IMCG in Q3 2019 and has held it in 24 quarters since. The position peaked at $885K in Q2 2026. 305 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

AtlasMark Financial held 9,000 shares of iShares Morningstar Mid-Cap Growth ETF worth $845K as of Q3 2026.
AtlasMark Financial left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.41% of AtlasMark Financial's portfolio in Q3 2026, its #26 holding.
AtlasMark Financial first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2019 and has held it in 24 quarters since.
AtlasMark Financial's iShares Morningstar Mid-Cap Growth ETF position peaked at $885K in Q2 2026.
305 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on AtlasMark Financial's 13F filing for Q3 2026, filed 13 Oct 2026.