Cerity Partners’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Cerity Partners’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	$356K	Sell	3,623 -719	-17%	-$64.9K	﹤0.01%	2675
2026 Q1	$342K	Sell	4,342 -1,309	-23%	-$107K	﹤0.01%	2518
2025 Q4	$451K	Sell	5,651 -952	-14%	-$77.4K	﹤0.01%	2177
2025 Q3	$546K	Buy	6,603 +515	+8%	+$42K	﹤0.01%	1912
2025 Q2	$488K	Sell	6,088 -334	-5%	-$24.8K	﹤0.01%	1866
2025 Q1	$459K	Sell	6,422 -79	-1%	-$6.02K	﹤0.01%	1807
2024 Q4	$491K	Buy	6,501 +1,614	+33%	+$123K	﹤0.01%	1772
2024 Q3	$357K	Buy	4,887 +1,873	+62%	+$130K	﹤0.01%	1952
2024 Q2	$204K	Buy	3,014 +16	+0.5%	+$1.09K	﹤0.01%	2024
2024 Q1	$212K	Sell	2,998 -530	-15%	-$35.3K	﹤0.01%	2085
2023 Q4	$227K	Buy	+3,528	New	+$207K	﹤0.01%	1665
2022 Q3	–	Sell	-5,301	Closed	-$276K	–	1212
2022 Q2	$276K	Buy	5,301 +1,458	+38%	+$83K	﹤0.01%	939
2022 Q1	$247K	Buy	+3,843	New	+$247K	﹤0.01%	797

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

Cerity Partners's IMCG Position: Q2 2026 in Review

Cerity Partners reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 17% in Q2 2026, selling an estimated $64.9K and leaving 3,623 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #2675.

Cerity Partners first reported a position in IMCG in Q1 2022 and has held it in 13 quarters since. The position peaked at $546K in Q3 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Cerity Partners held 3,623 shares of iShares Morningstar Mid-Cap Growth ETF worth $356K as of Q2 2026.
Cerity Partners sold 719 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $64.9K.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2675 holding.
Cerity Partners first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2022 and has held it in 13 quarters since.
Cerity Partners's iShares Morningstar Mid-Cap Growth ETF position peaked at $546K in Q3 2025.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.