ClearBridge Investments’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

ClearBridge Investments’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	$607K	Sell	6,174 -630	-9%	-$56.8K	﹤0.01%	655
2026 Q1	$536K	Sell	6,804 -616	-8%	-$50.5K	﹤0.01%	648
2025 Q4	$592K	Sell	7,420 -138	-2%	-$11.2K	﹤0.01%	661
2025 Q3	$625K	Hold	7,558	–	–	﹤0.01%	674
2025 Q2	$606K	Hold	7,558	–	–	﹤0.01%	660
2025 Q1	$540K	Buy	+7,558	New	+$576K	﹤0.01%	660

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

ClearBridge Investments's IMCG Position: Q2 2026 in Review

ClearBridge Investments reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 9.3% in Q2 2026, selling an estimated $56.8K and leaving 6,174 shares worth $607K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

ClearBridge Investments first reported a position in IMCG in Q1 2025 and has held it in 6 quarters since. The position peaked at $625K in Q3 2025. 361 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

ClearBridge Investments held 6,174 shares of iShares Morningstar Mid-Cap Growth ETF worth $607K as of Q2 2026.
ClearBridge Investments sold 630 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $56.8K.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of ClearBridge Investments's portfolio in Q2 2026, its #655 holding.
ClearBridge Investments first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
ClearBridge Investments's iShares Morningstar Mid-Cap Growth ETF position peaked at $625K in Q3 2025.
361 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.