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CX Institutional’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

CX Institutional’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 		$206K Buy
2,096
+32
+2% +$2.89K 0.01% 735
2026
Q1 		$163K Sell
2,064
-183
-8% -$15K 0.01% 769
2025
Q4 		$179K Buy
2,247
+892
+66% +$72.5K 0.01% 742
2025
Q3 		$112K Buy
+1,355
New +$110K ﹤0.01% 808

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

CX Institutional's IMCG Position: Q2 2026 in Review

CX Institutional increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 1.6% in Q2 2026, buying an estimated $2.89K and bringing the position to 2,096 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #735.

CX Institutional first reported a position in IMCG in Q3 2025 and has held it in 4 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • CX Institutional held 2,096 shares of iShares Morningstar Mid-Cap Growth ETF worth $206K as of Q2 2026.
  • CX Institutional bought 32 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.89K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.01% of CX Institutional's portfolio in Q2 2026, its #735 holding.
  • CX Institutional first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.