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

Creative Planning’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	$5.26M	Buy	53,560 +3,836	+8%	+$346K	﹤0.01%	1366
2026 Q1	$3.92M	Buy	49,724 +1,110	+2%	+$90.9K	﹤0.01%	1378
2025 Q4	$3.88M	Buy	48,614 +8,218	+20%	+$668K	﹤0.01%	1188
2025 Q3	$3.34M	Buy	40,396 +2,551	+7%	+$208K	﹤0.01%	1138
2025 Q2	$3.04M	Sell	37,845 -3,017	-7%	-$224K	﹤0.01%	1029
2025 Q1	$2.92M	Buy	40,862 +1,432	+4%	+$109K	﹤0.01%	947
2024 Q4	$2.98M	Sell	39,430 -10,509	-21%	-$804K	﹤0.01%	903
2024 Q3	$3.64M	Buy	49,939 +27	+0.1%	+$1.87K	﹤0.01%	769
2024 Q2	$3.38M	Sell	49,912 -466	-0.9%	-$31.7K	﹤0.01%	771
2024 Q1	$3.56M	Sell	50,378 -3,838	-7%	-$256K	﹤0.01%	728
2023 Q4	$3.49M	Sell	54,216 -11,963	-18%	-$703K	0.01%	680
2023 Q3	$3.78M	Buy	66,179 +15,587	+31%	+$940K	0.01%	614
2023 Q2	$3.08M	Sell	50,592 -5,035	-9%	-$289K	﹤0.01%	662
2023 Q1	$3.2M	Sell	55,627 -1,136	-2%	-$64.9K	﹤0.01%	625
2022 Q4	$3.06M	Buy	56,763 +950	+2%	+$51.2K	﹤0.01%	612
2022 Q3	$2.81M	Sell	55,813 -31	-0.1%	-$1.73K	﹤0.01%	585
2022 Q2	$2.9M	Sell	55,844 -110	-0.2%	-$6.26K	﹤0.01%	592
2022 Q1	$3.6M	Sell	55,954 -2,686	-5%	-$173K	0.01%	537
2021 Q4	$4.29M	Sell	58,640 -295	-0.5%	-$21.5K	0.01%	456
2021 Q3	$4.06M	Sell	58,935 -413	-0.7%	-$29.2K	0.01%	466
2021 Q2	$4.09M	Sell	59,348 -2,122	-3%	-$140K	0.01%	462
2021 Q1	$3.87M	Buy	61,470 +558	+0.9%	+$36.1K	0.01%	478
2020 Q4	$3.88M	Buy	60,912 +3,048	+5%	+$180K	0.01%	437
2020 Q3	$3.09M	Buy	57,864 +32,538	+128%	+$1.7M	0.01%	424
2020 Q2	$1.24M	Buy	25,326 +174	+0.7%	+$7.66K	﹤0.01%	664
2020 Q1	$914K	Hold	25,152	–	–	﹤0.01%	685
2019 Q4	$1.1M	Sell	25,152 -486	-2%	-$20.4K	﹤0.01%	744
2019 Q3	$1.04M	Sell	25,638 -6,000	-19%	-$250K	﹤0.01%	737
2019 Q2	$1.33M	Sell	31,638 -210	-0.7%	-$8.47K	﹤0.01%	651
2019 Q1	$1.25M	Buy	+31,848	New	+$1.17M	﹤0.01%	637
2017 Q3	–	Sell	-18	Closed	-$1K	–	2756
2017 Q2	$1K	Buy	+18	New	+$537	﹤0.01%	4446

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

Creative Planning's IMCG Position: Q2 2026 in Review

Creative Planning increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 7.7% in Q2 2026, buying an estimated $346K and bringing the position to 53,560 shares worth $5.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

Creative Planning first reported a position in IMCG in Q2 2017 and has held it in 31 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Creative Planning held 53,560 shares of iShares Morningstar Mid-Cap Growth ETF worth $5.26M as of Q2 2026.
Creative Planning bought 3,836 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $346K.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1366 holding.
Creative Planning first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2017 and has held it in 31 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.