Benjamin Edwards Inc’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Benjamin Edwards Inc’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	$1.22M	Buy	12,443 +17	+0.1%	+$1.53K	0.01%	733
2026 Q1	$979K	Sell	12,426 -2,552	-17%	-$209K	0.01%	772
2025 Q4	$1.2M	Buy	14,978 +9,957	+198%	+$809K	0.01%	648
2025 Q3	$415K	Buy	5,021 +1	+0%	+$82	﹤0.01%	983
2025 Q2	$403K	Buy	5,020 +1	+0%	+$74	0.01%	914
2025 Q1	$359K	Hold	5,019	–	–	0.01%	893
2024 Q4	$379K	Buy	5,019 +2	+0%	+$153	0.01%	917
2024 Q3	$366K	Buy	+5,017	New	+$348K	0.01%	899

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

Benjamin Edwards Inc's IMCG Position: Q2 2026 in Review

Benjamin Edwards Inc increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.14% in Q2 2026, buying an estimated $1.53K and bringing the position to 12,443 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #733.

Benjamin Edwards Inc first reported a position in IMCG in Q3 2024 and has held it in 8 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Benjamin Edwards Inc held 12,443 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.22M as of Q2 2026.
Benjamin Edwards Inc bought 17 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.53K.
iShares Morningstar Mid-Cap Growth ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #733 holding.
Benjamin Edwards Inc first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.