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Blue Trust Inc’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Blue Trust 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
2025
Q2 		– Sell
-1,080
Closed -$77.1K – 2530
2025
Q1 		$77.1K Hold
1,080
– – ﹤0.01% 1107
2024
Q4 		$81.6K Buy
+1,080
New +$82.6K ﹤0.01% 1017

Other funds holding IMCG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Blue Trust Inc's IMCG Position: Q2 2025 in Review

Blue Trust Inc sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2025, closing a stake of 1,080 shares — an estimated $77.1K sold.

Blue Trust Inc first reported a position in IMCG in Q4 2024 and held it in 2 quarters. The position peaked at $81.6K in Q4 2024. 366 funds tracked by Wall St. Rank hold IMCG as of Q2 2025.

  • Blue Trust Inc reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Blue Trust Inc sold 1,080 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2025, an estimated $77.1K.
  • Blue Trust Inc first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and held it in 2 quarters.
  • Blue Trust Inc's iShares Morningstar Mid-Cap Growth ETF position peaked at $81.6K in Q4 2024.
  • 366 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2025.

Based on Blue Trust Inc's 13F filing for Q2 2025, filed 24 Jul 2025.