Corient Private Wealth
IMCG icon

Corient Private Wealth’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Corient Private Wealth’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 		$847K Sell
8,617
-803
-9% -$72.5K ﹤0.01% 1912
2026
Q1 		$742K Sell
9,420
-66
-0.7% -$5.41K ﹤0.01% 1814
2025
Q4 		$757K Sell
9,486
-888
-9% -$72.2K ﹤0.01% 1653
2025
Q3 		$858K Buy
10,374
+15
+0.1% +$1.22K ﹤0.01% 1503
2025
Q2 		$831K Sell
10,359
-727
-7% -$54.1K ﹤0.01% 1453
2025
Q1 		$792K Sell
11,086
-3,755
-25% -$286K ﹤0.01% 1380
2024
Q4 		$1.12M Sell
14,841
-9,355
-39% -$716K ﹤0.01% 1271
2024
Q3 		$1.77M Sell
24,196
-28,080
-54% -$1.95M ﹤0.01% 1154
2024
Q2 		$3.54M Sell
52,276
-378
-0.7% -$25.7K 0.01% 813
2024
Q1 		$3.72M Buy
52,654
+659
+1% +$43.9K 0.01% 796
2023
Q4 		$3.35M Buy
51,995
+11,084
+27% +$651K 0.01% 814
2023
Q3 		$2.34M Buy
40,911
+707
+2% +$42.7K 0.01% 851
2023
Q2 		$2.45M Sell
40,204
-2,280
-5% -$131K 0.01% 837
2023
Q1 		$2.45M Sell
42,484
-2,291
-5% -$131K 0.01% 780
2022
Q4 		$354K Buy
+44,775
New +$2.41M ﹤0.01% 1270

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Corient Private Wealth's IMCG Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 8.5% in Q2 2026, selling an estimated $72.5K and leaving 8,617 shares worth $847K. The position accounts for ﹤0.01% of the portfolio, ranked #1912.

Corient Private Wealth first reported a position in IMCG in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.72M in Q1 2024. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Corient Private Wealth held 8,617 shares of iShares Morningstar Mid-Cap Growth ETF worth $847K as of Q2 2026.
  • Corient Private Wealth sold 803 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $72.5K.
  • iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1912 holding.
  • Corient Private Wealth first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares Morningstar Mid-Cap Growth ETF position peaked at $3.72M in Q1 2024.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.