Caitlin John’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Caitlin John’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	$19.7K	Buy	200 +98	+96%	+$8.84K	0.01%	503
2026 Q1	$8.04K	Hold	102	–	–	﹤0.01%	550
2025 Q4	$8.14K	Hold	102	–	–	0.01%	569
2025 Q3	$8.44K	Buy	+102	New	+$8.32K	0.01%	518
2025 Q1	–	Sell	-1,373	Closed	-$104K	–	442
2024 Q4	$104K	Sell	1,373 -1	-0.1%	-$77	0.07%	170
2024 Q3	$108K	Sell	1,374 -371	-21%	-$25.7K	0.07%	173
2024 Q2	$118K	Sell	1,745 -328	-16%	-$22.3K	0.09%	156
2024 Q1	$147K	Hold	2,073	–	–	0.11%	132
2023 Q4	$134K	Buy	+2,073	New	+$122K	0.11%	126

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

Caitlin John's IMCG Position: Q2 2026 in Review

Caitlin John increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 96% in Q2 2026, buying an estimated $8.84K and bringing the position to 200 shares worth $19.7K. The position accounts for 0.01% of the portfolio, ranked #503.

Caitlin John first reported a position in IMCG in Q4 2023 and has held it in 9 quarters since. The position peaked at $147K in Q1 2024. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Caitlin John held 200 shares of iShares Morningstar Mid-Cap Growth ETF worth $19.7K as of Q2 2026.
Caitlin John bought 98 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $8.84K.
iShares Morningstar Mid-Cap Growth ETF made up 0.01% of Caitlin John's portfolio in Q2 2026, its #503 holding.
Caitlin John first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 9 quarters since.
Caitlin John's iShares Morningstar Mid-Cap Growth ETF position peaked at $147K in Q1 2024.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.