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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
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 $11.8B AUM 9.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return