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

CreativeOne 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	$263K	Sell	2,673 -151	-5%	-$13.6K	0.01%	1056
2026 Q1	$222K	Sell	2,824 -16	-0.6%	-$1.31K	0.01%	1089
2025 Q4	$227K	Sell	2,840 -269	-9%	-$21.9K	0.01%	1071
2025 Q3	$257K	Sell	3,109 -460	-13%	-$37.5K	0.01%	1010
2025 Q2	$286K	Buy	+3,569	New	+$265K	0.01%	932
2024 Q2	–	Sell	-2,987	Closed	-$211K	–	843
2024 Q1	$211K	Sell	2,987 -815	-21%	-$54.3K	0.01%	828
2023 Q4	$245K	Buy	+3,802	New	+$223K	0.02%	561
2022 Q2	–	Sell	-5,617	Closed	-$361K	–	755
2022 Q1	$361K	Sell	5,617 -6,486	-54%	-$418K	0.02%	528
2021 Q4	$886K	Buy	+12,103	New	+$880K	0.04%	313

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

CreativeOne Wealth's IMCG Position: Q2 2026 in Review

CreativeOne Wealth reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 5.3% in Q2 2026, selling an estimated $13.6K and leaving 2,673 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #1056.

CreativeOne Wealth first reported a position in IMCG in Q4 2021 and has held it in 9 quarters since. The position peaked at $886K in Q4 2021. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

CreativeOne Wealth held 2,673 shares of iShares Morningstar Mid-Cap Growth ETF worth $263K as of Q2 2026.
CreativeOne Wealth sold 151 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $13.6K.
iShares Morningstar Mid-Cap Growth ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1056 holding.
CreativeOne Wealth first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 9 quarters since.
CreativeOne Wealth's iShares Morningstar Mid-Cap Growth ETF position peaked at $886K in Q4 2021.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.