Bartlett & Co Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Bartlett & Co Wealth Management’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	$39.3K	Hold	400	–	–	﹤0.01%	787
2026 Q1	$35.3K	Hold	400	–	–	﹤0.01%	738
2025 Q4	$31.9K	Hold	400	–	–	﹤0.01%	738
2025 Q3	$33.1K	Hold	400	–	–	﹤0.01%	741
2025 Q2	$32.1K	Hold	400	–	–	﹤0.01%	732
2025 Q1	$28.6K	Hold	400	–	–	﹤0.01%	758
2024 Q4	$30.2K	Hold	400	–	–	﹤0.01%	739
2024 Q3	$29.2K	Hold	400	–	–	﹤0.01%	750
2024 Q2	$27.1K	Sell	400 -110	-22%	-$7.48K	﹤0.01%	772
2024 Q1	$36K	Sell	510 -492	-49%	-$32.8K	﹤0.01%	714
2023 Q4	$65K	Buy	+1,002	New	+$58.9K	﹤0.01%	651

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

Bartlett & Co Wealth Management's IMCG Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 400 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Bartlett & Co Wealth Management first reported a position in IMCG in Q4 2023 and has held it in 11 quarters since. The position peaked at $65K in Q4 2023. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Bartlett & Co Wealth Management held 400 shares of iShares Morningstar Mid-Cap Growth ETF worth $39.3K as of Q2 2026.
Bartlett & Co Wealth Management left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #787 holding.
Bartlett & Co Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Bartlett & Co Wealth Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $65K in Q4 2023.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.