Central Pacific Bank - Trust Division’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Central Pacific Bank - Trust Division’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	$1.77K	Hold	18	–	–	﹤0.01%	810
2026 Q1	$1.42K	Hold	18	–	–	﹤0.01%	811
2025 Q4	$1.44K	Hold	18	–	–	﹤0.01%	793
2025 Q3	$1.49K	Hold	18	–	–	﹤0.01%	792
2025 Q2	$1.44K	Hold	18	–	–	﹤0.01%	800
2025 Q1	$1.29K	Hold	18	–	–	﹤0.01%	809
2024 Q4	$1.36K	Hold	18	–	–	﹤0.01%	834
2024 Q3	$1.31K	Hold	18	–	–	﹤0.01%	813
2024 Q2	$1.22K	Hold	18	–	–	﹤0.01%	899
2024 Q1	$1.26K	Buy	+18	New	+$1.2K	﹤0.01%	896

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Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return