City State Bank’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

City State Bank’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	$211K	Hold	2,148	–	–	0.05%	206
2026 Q1	$169K	Hold	2,148	–	–	0.04%	217
2025 Q4	$171K	Hold	2,148	–	–	0.05%	216
2025 Q3	$178K	Hold	2,148	–	–	0.05%	211
2025 Q2	$172K	Hold	2,148	–	–	0.05%	204
2025 Q1	$153K	Hold	2,148	–	–	0.05%	208
2024 Q4	$162K	Hold	2,148	–	–	0.06%	193
2024 Q3	$157K	Hold	2,148	–	–	0.06%	208
2024 Q2	$146K	Hold	2,148	–	–	0.06%	212
2024 Q1	$152K	Hold	2,148	–	–	0.07%	206
2023 Q4	$138K	Hold	2,148	–	–	0.07%	199
2023 Q3	$123K	Hold	2,148	–	–	0.07%	202
2023 Q2	$131K	Hold	2,148	–	–	0.07%	200
2023 Q1	$124K	Hold	2,148	–	–	0.07%	208
2022 Q4	$116K	Hold	2,148	–	–	0.07%	204
2022 Q3	$108K	Hold	2,148	–	–	0.08%	191
2022 Q2	$112K	Hold	2,148	–	–	0.08%	193
2022 Q1	$138K	Hold	2,148	–	–	0.08%	189
2021 Q4	$157K	Buy	+2,148	New	+$156K	0.1%	178

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

City State Bank's IMCG Position: Q2 2026 in Review

City State Bank held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 2,148 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #206.

City State Bank first reported a position in IMCG in Q4 2021 and has held it in 19 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

City State Bank held 2,148 shares of iShares Morningstar Mid-Cap Growth ETF worth $211K as of Q2 2026.
City State Bank left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.05% of City State Bank's portfolio in Q2 2026, its #206 holding.
City State Bank first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.