Black Diamond Financial’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Black Diamond Financial’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	$4.22M	Buy	42,962 +367	+0.9%	+$33.1K	0.37%	42
2026 Q1	$3.36M	Sell	42,595 -4,840	-10%	-$396K	0.37%	44
2025 Q4	$3.79M	Sell	47,435 -3,334	-7%	-$271K	0.4%	44
2025 Q3	$4.2M	Buy	50,769 +17,929	+55%	+$1.46M	0.47%	43
2025 Q2	$2.63M	Sell	32,840 -3,326	-9%	-$247K	0.41%	44
2025 Q1	$2.58M	Buy	36,166 +2,819	+8%	+$215K	0.39%	44
2024 Q4	$2.52M	Buy	33,347 +355	+1%	+$27.2K	0.38%	47
2024 Q3	$2.41M	Buy	32,992 +1,356	+4%	+$94.1K	0.41%	42
2024 Q2	$2.14M	Buy	31,636 +1,362	+4%	+$92.6K	0.41%	46
2024 Q1	$1.95M	Hold	30,274	–	–	0.53%	34
2023 Q4	$1.95M	Buy	30,274 +2,982	+11%	+$175K	0.53%	34
2023 Q3	$1.56M	Buy	27,292 +597	+2%	+$36K	0.48%	37
2023 Q2	$1.63M	Buy	26,695 +810	+3%	+$46.5K	0.48%	37
2023 Q1	$1.49M	Buy	25,885 +1,472	+6%	+$84.1K	0.49%	35
2022 Q4	$1.32M	Buy	24,413 +3,429	+16%	+$185K	0.48%	37
2022 Q3	$1.06M	Buy	20,984 +3,988	+23%	+$222K	0.43%	39
2022 Q2	$883K	Buy	16,996 +2,534	+18%	+$144K	0.35%	46
2022 Q1	$930K	Buy	+14,462	New	+$931K	0.29%	49

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

Black Diamond Financial's IMCG Position: Q2 2026 in Review

Black Diamond Financial increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.86% in Q2 2026, buying an estimated $33.1K and bringing the position to 42,962 shares worth $4.22M. The position accounts for 0.37% of the portfolio, ranked #42.

Black Diamond Financial first reported a position in IMCG in Q1 2022 and has held it in 18 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Black Diamond Financial held 42,962 shares of iShares Morningstar Mid-Cap Growth ETF worth $4.22M as of Q2 2026.
Black Diamond Financial bought 367 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $33.1K.
iShares Morningstar Mid-Cap Growth ETF made up 0.37% of Black Diamond Financial's portfolio in Q2 2026, its #42 holding.
Black Diamond Financial first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2022 and has held it in 18 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.