Belpointe Asset Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Belpointe Asset 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	$233K	Sell	2,367 -8,062	-77%	-$727K	0.01%	1001
2026 Q1	$822K	Buy	10,429 +314	+3%	+$25.7K	0.03%	528
2025 Q4	$808K	Sell	10,115 -573	-5%	-$46.6K	0.03%	509
2025 Q3	$884K	Sell	10,688 -194	-2%	-$15.8K	0.03%	451
2025 Q2	$873K	Sell	10,882 -3,377	-24%	-$251K	0.04%	401
2025 Q1	$1.02M	Buy	14,259 +3,653	+34%	+$278K	0.05%	330
2024 Q4	$801K	Sell	10,606 -239	-2%	-$18.3K	0.05%	379
2024 Q3	$791K	Sell	10,845 -454	-4%	-$31.5K	0.05%	366
2024 Q2	$765K	Sell	11,299 -11,687	-51%	-$795K	0.05%	342
2024 Q1	$1.62M	Buy	22,986 +16,994	+284%	+$1.13M	0.12%	159
2023 Q4	$386K	Buy	+5,992	New	+$352K	0.03%	446
2023 Q2	–	Sell	-3,752	Closed	-$216K	–	1896
2023 Q1	$216K	Buy	3,752 +6	+0.2%	+$343	0.01%	899
2022 Q4	$202K	Sell	3,746 -11	-0.3%	-$593	0.01%	893
2022 Q3	$189K	Sell	3,757 -129	-3%	-$7.19K	0.01%	865
2022 Q2	$202K	Buy	3,886 +510	+15%	+$29K	0.01%	822
2022 Q1	$217K	Buy	3,376 +82	+2%	+$5.28K	0.01%	870
2021 Q4	$241K	Sell	3,294 -83	-2%	-$6.04K	0.02%	819
2021 Q3	$233K	Sell	3,377 -207	-6%	-$14.6K	0.02%	799
2021 Q2	$247K	Buy	3,584 +128	+4%	+$8.44K	0.02%	748
2021 Q1	$218K	Sell	3,456 -726	-17%	-$47K	0.02%	713
2020 Q4	$267K	Sell	4,182 -348	-8%	-$20.5K	0.02%	605
2020 Q3	$242K	Sell	4,530 -9,552	-68%	-$498K	0.03%	498
2020 Q2	$688K	Buy	+14,082	New	+$620K	0.09%	233

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

Belpointe Asset Management's IMCG Position: Q2 2026 in Review

Belpointe Asset Management reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 77% in Q2 2026, selling an estimated $727K and leaving 2,367 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #1001.

Belpointe Asset Management first reported a position in IMCG in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.62M in Q1 2024. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Belpointe Asset Management held 2,367 shares of iShares Morningstar Mid-Cap Growth ETF worth $233K as of Q2 2026.
Belpointe Asset Management sold 8,062 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $727K.
iShares Morningstar Mid-Cap Growth ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #1001 holding.
Belpointe Asset Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2020 and has held it in 23 quarters since.
Belpointe Asset Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.62M in Q1 2024.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.