Betterment LLC’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Betterment LLC’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	$1.89M	Sell	19,178 -1,119	-6%	-$101K	﹤0.01%	255
2026 Q1	$1.6M	Sell	20,297 -6,770	-25%	-$555K	﹤0.01%	263
2025 Q4	$2.16M	Buy	27,067 +1,794	+7%	+$146K	﹤0.01%	226
2025 Q3	$2.09M	Buy	25,273 +758	+3%	+$61.8K	﹤0.01%	219
2025 Q2	$1.97M	Buy	24,515 +2,363	+11%	+$176K	﹤0.01%	212
2025 Q1	$1.58M	Buy	22,152 +1,003	+5%	+$76.4K	﹤0.01%	219
2024 Q4	$1.6M	Buy	21,149 +3,474	+20%	+$266K	﹤0.01%	220
2024 Q3	$1.29M	Buy	17,675 +1,613	+10%	+$112K	﹤0.01%	212
2024 Q2	$1.09M	Buy	16,062 +6,725	+72%	+$457K	﹤0.01%	210
2024 Q1	$660K	Buy	9,337 +5,741	+160%	+$382K	﹤0.01%	232
2023 Q4	$232K	Buy	+3,596	New	+$211K	﹤0.01%	303

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

Betterment LLC's IMCG Position: Q2 2026 in Review

Betterment LLC reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 5.5% in Q2 2026, selling an estimated $101K and leaving 19,178 shares worth $1.89M. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Betterment LLC first reported a position in IMCG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.16M in Q4 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Betterment LLC held 19,178 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.89M as of Q2 2026.
Betterment LLC sold 1,119 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $101K.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #255 holding.
Betterment LLC first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Betterment LLC's iShares Morningstar Mid-Cap Growth ETF position peaked at $2.16M in Q4 2025.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.