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

Baird 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	$310K	Sell	3,153 -45	-1%	-$4.06K	﹤0.01%	1724
2026 Q1	$252K	Sell	3,198 -359	-10%	-$29.4K	﹤0.01%	1697
2025 Q4	$284K	Sell	3,557 -591	-14%	-$48K	﹤0.01%	1646
2025 Q3	$343K	Hold	4,148	–	–	﹤0.01%	1585
2025 Q2	$333K	Sell	4,148 -11,476	-73%	-$853K	﹤0.01%	1546
2025 Q1	$1.12M	Sell	15,624 -42,557	-73%	-$3.24M	﹤0.01%	1140
2024 Q4	$4.39M	Buy	58,181 +705	+1%	+$53.9K	0.01%	711
2024 Q3	$4.19M	Buy	57,476 +2,248	+4%	+$156K	0.01%	728
2024 Q2	$3.74M	Sell	55,228 -18	-0%	-$1.22K	0.01%	752
2024 Q1	$3.9M	Sell	55,246 -12,991	-19%	-$865K	0.01%	740
2023 Q4	$4.4M	Buy	68,237 +19,595	+40%	+$1.15M	0.01%	689
2023 Q3	$2.78M	Buy	48,642 +4,042	+9%	+$244K	0.01%	813
2023 Q2	$2.72M	Sell	44,600 -1,366	-3%	-$78.3K	0.01%	818
2023 Q1	$2.65M	Sell	45,966 -14,732	-24%	-$842K	0.01%	805
2022 Q4	$3.27M	Sell	60,698 -8,656	-12%	-$466K	0.01%	707
2022 Q3	$3.49M	Buy	69,354 +7,753	+13%	+$432K	0.01%	658
2022 Q2	$3.2M	Buy	61,601 +17,676	+40%	+$1.01M	0.01%	687
2022 Q1	$2.82M	Sell	43,925 -1,090	-2%	-$70.2K	0.01%	775
2021 Q4	$3.3M	Buy	45,015 +1,144	+3%	+$83.2K	0.01%	748
2021 Q3	$3.02M	Buy	43,871 +9,131	+26%	+$645K	0.01%	775
2021 Q2	$2.39M	Sell	34,740 -12,804	-27%	-$845K	0.01%	846
2021 Q1	$3M	Sell	47,544 -162,210	-77%	-$10.5M	0.01%	732
2020 Q4	$13.4M	Buy	209,754 +69,516	+50%	+$4.1M	0.04%	344
2020 Q3	$7.49M	Buy	140,238 +77,484	+123%	+$4.04M	0.03%	411
2020 Q2	$3.07M	Buy	62,754 +8,880	+16%	+$391K	0.01%	611
2020 Q1	$1.96M	Sell	53,874 -16,434	-23%	-$697K	0.01%	693
2019 Q4	$3.08M	Sell	70,308 -1,434	-2%	-$60.2K	0.01%	653
2019 Q3	$2.91M	Buy	71,742 +150	+0.2%	+$6.26K	0.01%	664
2019 Q2	$3M	Buy	+71,592	New	+$2.89M	0.01%	666

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

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

Baird Financial Group reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 1.4% in Q2 2026, selling an estimated $4.06K and leaving 3,153 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

Baird Financial Group first reported a position in IMCG in Q2 2019 and has held it in 29 quarters since. The position peaked at $13.4M in Q4 2020. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Baird Financial Group held 3,153 shares of iShares Morningstar Mid-Cap Growth ETF worth $310K as of Q2 2026.
Baird Financial Group sold 45 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $4.06K.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1724 holding.
Baird Financial Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2019 and has held it in 29 quarters since.
Baird Financial Group's iShares Morningstar Mid-Cap Growth ETF position peaked at $13.4M in Q4 2020.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.