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Brooklyn Investment Group’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Brooklyn Investment Group’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
Q1 		$400K Buy
5,079
+1,710
+51% +$140K 0.01% 1201
2025
Q4 		$273K Buy
+3,369
New +$274K 0.01% 1123

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Brooklyn Investment Group's IMCG Position: Q1 2026 in Review

Brooklyn Investment Group increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 51% in Q1 2026, buying an estimated $140K and bringing the position to 5,079 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #1201.

Brooklyn Investment Group first reported a position in IMCG in Q4 2025 and has held it in 2 quarters since. 401 funds tracked by Wall St. Rank hold IMCG as of Q1 2026.

  • Brooklyn Investment Group held 5,079 shares of iShares Morningstar Mid-Cap Growth ETF worth $400K as of Q1 2026.
  • Brooklyn Investment Group bought 1,710 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $140K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1201 holding.
  • Brooklyn Investment Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 401 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.