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Cosner Financial Group’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Cosner Financial 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 		$27.3M Buy
277,581
+4,116
+2% +$371K 14.02% 1
2026
Q1 		$21.5M Buy
273,465
+3,021
+1% +$247K 11.83% 1
2025
Q4 		$21.6M Buy
270,444
+1,864
+0.7% +$151K 11.02% 2
2025
Q3 		$22.2M Sell
268,580
-4,767
-2% -$389K 11.95% 1
2025
Q2 		$22M Sell
273,347
-2,470
-0.9% -$184K 12.23% 1
2025
Q1 		$19.7M Buy
275,817
+22,245
+9% +$1.7M 12.05% 1
2024
Q4 		$19.2M Buy
253,572
+9,607
+4% +$735K 12.13% 2
2024
Q3 		$17.8M Sell
243,965
-1,193
-0.5% -$82.8K 11.48% 2
2024
Q2 		$16.6M Buy
245,158
+2,466
+1% +$168K 11.75% 2
2024
Q1 		$17.2M Buy
242,692
+13,449
+6% +$896K 12.29% 2
2023
Q4 		$15.4M Buy
229,243
+82,239
+56% +$4.83M 13.03% 2
2023
Q3 		$8.4M Buy
147,004
+25,540
+21% +$1.54M 7.4% 7
2023
Q2 		$7.4M Buy
+121,464
New +$6.97M 6.1% 7

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

Cosner Financial Group's IMCG Position: Q2 2026 in Review

Cosner Financial Group increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 1.5% in Q2 2026, buying an estimated $371K and bringing the position to 277,581 shares worth $27.3M. The position accounts for 14.02% of the portfolio, ranked #1.

Cosner Financial Group first reported a position in IMCG in Q2 2023 and has held it in 13 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Cosner Financial Group held 277,581 shares of iShares Morningstar Mid-Cap Growth ETF worth $27.3M as of Q2 2026.
  • Cosner Financial Group bought 4,116 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $371K.
  • iShares Morningstar Mid-Cap Growth ETF made up 14.02% of Cosner Financial Group's portfolio in Q2 2026, its #1 holding.
  • Cosner Financial Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Cosner Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.