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 Q3	$1.45M	Buy	15,439 +13,072	+552%	+$1.26M	0.04%	412
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Belpointe Asset Management's IMCG Position: Q3 2026 in Review

Belpointe Asset Management increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 552% in Q3 2026, buying an estimated $1.26M and bringing the position to 15,439 shares worth $1.45M. The position accounts for 0.04% of the portfolio, ranked #412.

Belpointe Asset Management first reported a position in IMCG in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.62M in Q1 2024. 284 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

Belpointe Asset Management held 15,439 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.45M as of Q3 2026.
Belpointe Asset Management bought 13,072 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $1.26M.
iShares Morningstar Mid-Cap Growth ETF made up 0.04% of Belpointe Asset Management's portfolio in Q3 2026, its #412 holding.
Belpointe Asset Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2020 and has held it in 24 quarters since.
Belpointe Asset Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.62M in Q1 2024.
284 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.