Cornerstone Planning Group’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Cornerstone Planning Group’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	$37.3M	Buy	390,783 +8,291	+2%	+$748K	4.7%	6
2026 Q1	$34.3M	Buy	382,492 +30,185	+9%	+$2.47M	4.57%	6
2025 Q4	$29.4M	Sell	352,307 -8,693	-2%	-$707K	4.59%	6
2025 Q3	$29.4M	Buy	361,000 +6,914	+2%	+$564K	4.71%	6
2025 Q2	$28.7M	Buy	354,086 +24,919	+8%	+$1.85M	5.85%	6
2025 Q1	$22.9M	Buy	329,167 +18,087	+6%	+$1.38M	5.47%	6
2024 Q4	$24.5M	Buy	311,080 +934	+0.3%	+$71.5K	6.01%	6
2024 Q3	$23M	Buy	310,146 +17,527	+6%	+$1.22M	6.07%	5
2024 Q2	$19.1M	Buy	292,619 +18,848	+7%	+$1.28M	5.47%	5
2024 Q1	$18.5M	Buy	273,771 +16,574	+6%	+$1.1M	5.74%	5
2023 Q4	$16.6M	Buy	257,197 +25,256	+11%	+$1.48M	5.47%	5
2023 Q3	$13.3M	Buy	231,941 +37,267	+19%	+$2.25M	5.05%	5
2023 Q2	$11.9M	Buy	+194,674	New	+$11.2M	4.69%	5
2022 Q4	$8.94M	Buy	+161,168	New	+$8.68M	3.75%	5

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

Cornerstone Planning Group's IMCG Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 2.2% in Q2 2026, buying an estimated $748K and bringing the position to 390,783 shares worth $37.3M. The position accounts for 4.7% of the portfolio, ranked #6.

Cornerstone Planning Group first reported a position in IMCG in Q4 2022 and has held it in 14 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Cornerstone Planning Group held 390,783 shares of iShares Morningstar Mid-Cap Growth ETF worth $37.3M as of Q2 2026.
Cornerstone Planning Group bought 8,291 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $748K.
iShares Morningstar Mid-Cap Growth ETF made up 4.7% of Cornerstone Planning Group's portfolio in Q2 2026, its #6 holding.
Cornerstone Planning Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.