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

Atomi 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	$834K	Sell	8,482 -40	-0.5%	-$3.61K	0.02%	544
2026 Q1	$671K	Sell	8,522 -817	-9%	-$66.9K	0.02%	589
2025 Q4	$746K	Sell	9,339 -15	-0.2%	-$1.22K	0.02%	523
2025 Q3	$774K	Sell	9,354 -4,495	-32%	-$366K	0.03%	475
2025 Q2	$1.11M	Sell	13,849 -1,070	-7%	-$79.6K	0.04%	311
2025 Q1	$1.07M	Buy	14,919 +1,127	+8%	+$85.9K	0.05%	299
2024 Q4	$1.04M	Buy	13,792 +3,457	+33%	+$265K	0.05%	260
2024 Q3	$754K	Buy	10,335 +4,378	+73%	+$304K	0.05%	312
2024 Q2	$404K	Buy	5,957 +1,168	+24%	+$79.4K	0.03%	456
2024 Q1	$338K	Buy	4,789 +911	+23%	+$60.7K	0.03%	491
2023 Q4	$250K	Sell	3,878 -324	-8%	-$19K	0.03%	473
2023 Q3	$240K	Sell	4,202 -884	-17%	-$53.3K	0.08%	288
2023 Q2	$310K	Buy	5,086 +464	+10%	+$26.6K	0.14%	176
2023 Q1	$266K	Buy	+4,622	New	+$264K	0.15%	168

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

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

Atomi Financial Group reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.47% in Q2 2026, selling an estimated $3.61K and leaving 8,482 shares worth $834K. The position accounts for 0.02% of the portfolio, ranked #544.

Atomi Financial Group first reported a position in IMCG in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.11M in Q2 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Atomi Financial Group held 8,482 shares of iShares Morningstar Mid-Cap Growth ETF worth $834K as of Q2 2026.
Atomi Financial Group sold 40 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $3.61K.
iShares Morningstar Mid-Cap Growth ETF made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #544 holding.
Atomi Financial Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
Atomi Financial Group's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.11M in Q2 2025.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.