Commonwealth Equity Services’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $52.1M | Sell |
529,891
-44,063
| -8% | -$3.98M | 0.07% | 296 |
|
|
2026
Q1 | $45.2M | Buy |
573,954
+10,867
| +2% | +$890K | 0.06% | 302 |
|
|
2025
Q4 | $45M | Sell |
563,087
-60,714
| -10% | -$4.93M | 0.06% | 317 |
|
|
2025
Q3 | $51.6M | Buy |
623,801
+10,057
| +2% | +$820K | 0.07% | 282 |
|
|
2025
Q2 | $49.2M | Buy |
613,744
+1,371
| +0.2% | +$102K | 0.07% | 291 |
|
|
2025
Q1 | $43.7M | Buy |
612,373
+2,517
| +0.4% | +$192K | 0.06% | 304 |
|
|
2024
Q4 | $46.1M | Buy |
609,856
+140,171
| +30% | +$10.7M | 0.07% | 263 |
|
|
2024
Q3 | $34.3M | Sell |
469,685
-94,606
| -17% | -$6.56M | 0.05% | 341 |
|
|
2024
Q2 | $38.2M | Buy |
564,291
+17,290
| +3% | +$1.18M | 0.06% | 301 |
|
|
2024
Q1 | $38.7M | Buy |
547,001
+13,705
| +3% | +$913K | 0.06% | 290 |
|
|
2023
Q4 | $34.4M | Buy |
533,296
+111,936
| +27% | +$6.58M | 0.06% | 297 |
|
|
2023
Q3 | $24.1M | Buy |
421,360
+15,165
| +4% | +$915K | 0.05% | 346 |
|
|
2023
Q2 | $24.8M | Buy |
406,195
+7,605
| +2% | +$436K | 0.05% | 350 |
|
|
2023
Q1 | $22.9M | Sell |
398,590
-17,035
| -4% | -$974K | 0.05% | 353 |
|
|
2022
Q4 | $22.4M | Sell |
415,625
-20,129
| -5% | -$1.08M | 0.05% | 342 |
|
|
2022
Q3 | $22M | Sell |
435,754
-67,906
| -13% | -$3.79M | 0.06% | 304 |
|
|
2022
Q2 | $26.2M | Buy |
503,660
+66,178
| +15% | +$3.77M | 0.07% | 270 |
|
|
2022
Q1 | $28.1M | Sell |
437,482
-30,901
| -7% | -$1.99M | 0.06% | 284 |
|
|
2021
Q4 | $34.3M | Buy |
468,383
+4,887
| +1% | +$355K | 0.08% | 241 |
|
|
2021
Q3 | $31.9M | Sell |
463,496
-8,621
| -2% | -$609K | 0.08% | 240 |
|
|
2021
Q2 | $32.5M | Buy |
472,117
+15,889
| +3% | +$1.05M | 0.08% | 234 |
|
|
2021
Q1 | $28.8M | Sell |
456,228
-91,320
| -17% | -$5.91M | 0.08% | 243 |
|
|
2020
Q4 | $34.9M | Buy |
547,548
+41,106
| +8% | +$2.43M | 0.11% | 198 |
|
|
2020
Q3 | $27M | Buy |
506,442
+236,724
| +88% | +$12.3M | 0.09% | 216 |
|
|
2020
Q2 | $13.2M | Buy |
269,718
+66,126
| +32% | +$2.91M | 0.05% | 335 |
|
|
2020
Q1 | $7.4M | Buy |
203,592
+1,344
| +0.7% | +$57K | 0.03% | 428 |
|
|
2019
Q4 | $8.86M | Buy |
202,248
+18,516
| +10% | +$777K | 0.03% | 445 |
|
|
2019
Q3 | $7.45M | Buy |
183,732
+79,014
| +75% | +$3.3M | 0.03% | 470 |
|
|
2019
Q2 | $4.39M | Buy |
104,718
+11,988
| +13% | +$484K | 0.02% | 619 |
|
|
2019
Q1 | $3.64M | Buy |
92,730
+17,490
| +23% | +$643K | 0.02% | 665 |
|
|
2018
Q4 | $2.44M | Buy |
75,240
+35,130
| +88% | +$1.22M | 0.01% | 761 |
|
|
2018
Q3 | $1.58M | Buy |
40,110
+6,510
| +19% | +$249K | 0.01% | 1050 |
|
|
2018
Q2 | $1.23M | Buy |
33,600
+138
| +0.4% | +$4.94K | 0.01% | 1175 |
|
|
2018
Q1 | $1.17M | Sell |
33,462
-714
| -2% | -$25K | 0.01% | 1170 |
|
|
2017
Q4 | $1.15M | Buy |
34,176
+30
| +0.1% | +$986 | 0.01% | 1148 |
|
|
2017
Q3 | $1.08M | Sell |
34,146
-5,868
| -15% | -$181K | 0.01% | 1146 |
|
|
2017
Q2 | $1.22M | Sell |
40,014
-1,362
| -3% | -$40.7K | 0.01% | 1041 |
|
|
2017
Q1 | $1.2M | Buy |
41,376
+1,164
| +3% | +$33.1K | 0.01% | 1026 |
|
|
2016
Q4 | $1.09M | Sell |
40,212
-1,464
| -4% | -$39.2K | 0.01% | 991 |
|
|
2016
Q3 | $1.13M | Sell |
41,676
-1,536
| -4% | -$41.4K | 0.01% | 940 |
|
|
2016
Q2 | $1.12M | Sell |
43,212
-4,914
| -10% | -$126K | 0.01% | 918 |
|
|
2016
Q1 | $1.22M | Sell |
48,126
-2,880
| -6% | -$68K | 0.01% | 860 |
|
|
2015
Q4 | $1.31M | Buy |
51,006
+6,630
| +15% | +$172K | 0.01% | 783 |
|
|
2015
Q3 | $1.11M | Buy |
44,376
+3,552
| +9% | +$95.3K | 0.01% | 847 |
|
|
2015
Q2 | $1.12M | Buy |
40,824
+2,958
| +8% | +$82.5K | 0.01% | 896 |
|
|
2015
Q1 | $1.05M | Buy |
37,866
+978
| +3% | +$26.1K | 0.01% | 920 |
|
|
2014
Q4 | $962K | Buy |
36,888
+1,194
| +3% | +$30.1K | 0.01% | 916 |
|
|
2014
Q3 | $879K | Buy |
35,694
+1,662
| +5% | +$41.4K | 0.01% | 929 |
|
|
2014
Q2 | $850K | Sell |
34,032
-4,884
| -13% | -$117K | 0.01% | 957 |
|
|
2014
Q1 | $940K | Buy |
38,916
+5,130
| +15% | +$124K | 0.01% | 828 |
|
|
2013
Q4 | $803K | Buy |
33,786
+4,686
| +16% | +$107K | 0.01% | 884 |
|
|
2013
Q3 | $645K | Sell |
29,100
-2,784
| -9% | -$59.9K | 0.01% | 955 |
|
|
2013
Q2 | $641K | Buy |
+31,884
| New | +$639K | 0.01% | 909 |
|
Other funds holding IMCG
VIA
RWM
AFG
Commonwealth Equity Services's IMCG Position: Q2 2026 in Review
Commonwealth Equity Services reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 7.7% in Q2 2026, selling an estimated $3.98M and leaving 529,891 shares worth $52.1M. The position accounts for 0.07% of the portfolio, ranked #296.
Commonwealth Equity Services first reported a position in IMCG in Q2 2013 and has held it in 53 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.
- Commonwealth Equity Services held 529,891 shares of iShares Morningstar Mid-Cap Growth ETF worth $52.1M as of Q2 2026.
- Commonwealth Equity Services sold 44,063 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $3.98M.
- iShares Morningstar Mid-Cap Growth ETF made up 0.07% of Commonwealth Equity Services's portfolio in Q2 2026, its #296 holding.
- Commonwealth Equity Services first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2013 and has held it in 53 quarters since.
- 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.
Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.