Balanced Rock Investment Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Balanced Rock Investment Advisors’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	$2.93M	Buy	+29,812	New	+$2.69M	1.83%	18

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

Balanced Rock Investment Advisors's IMCG Position: Q2 2026 in Review

Balanced Rock Investment Advisors opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026: 29,812 shares worth $2.93M. The stake represents 1.83% of the portfolio and ranks #18 among its holdings.

423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Balanced Rock Investment Advisors held 29,812 shares of iShares Morningstar Mid-Cap Growth ETF worth $2.93M as of Q2 2026.
iShares Morningstar Mid-Cap Growth ETF was a new Balanced Rock Investment Advisors position in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up 1.83% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #18 holding.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.