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CPWA LLC’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

CPWA LLC’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 		$915K Buy
9,307
+1
+0% +$90 1.06% 23
2026
Q1 		$845K Buy
+9,306
New +$762K 1.01% 26

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

CPWA LLC's IMCG Position: Q2 2026 in Review

CPWA LLC increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.01% in Q2 2026, buying an estimated $90 and bringing the position to 9,307 shares worth $915K. The position accounts for 1.06% of the portfolio, ranked #23.

CPWA LLC first reported a position in IMCG in Q1 2026 and has held it in 2 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • CPWA LLC held 9,307 shares of iShares Morningstar Mid-Cap Growth ETF worth $915K as of Q2 2026.
  • CPWA LLC bought 1 iShares Morningstar Mid-Cap Growth ETF share in Q2 2026, an estimated $90.
  • iShares Morningstar Mid-Cap Growth ETF made up 1.06% of CPWA LLC's portfolio in Q2 2026, its #23 holding.
  • CPWA LLC first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on CPWA LLC's 13F filing for Q2 2026, filed 30 Jul 2026.