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Dahring Cusmano’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Dahring Cusmano’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 		$213K Buy
2,705
+5
+0.2% +$410 0.13% 57
2025
Q4 		$216K Sell
2,700
-71
-3% -$5.77K 0.15% 47
2025
Q3 		$229K Sell
2,771
-152
-5% -$12.4K 0.17% 50
2025
Q2 		$235K Sell
2,923
-64
-2% -$4.76K 0.18% 50
2025
Q1 		$213K Sell
2,987
-383
-11% -$29.2K 0.18% 52
2024
Q4 		$255K Buy
+3,370
New +$258K 0.23% 51

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 $377B 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 $432B 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

Dahring Cusmano's IMCG Position: Q1 2026 in Review

Dahring Cusmano increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.19% in Q1 2026, buying an estimated $410 and bringing the position to 2,705 shares worth $213K. The position accounts for 0.13% of the portfolio, ranked #57.

Dahring Cusmano first reported a position in IMCG in Q4 2024 and has held it in 6 quarters since. The position peaked at $255K in Q4 2024. 401 funds tracked by Wall St. Rank hold IMCG as of Q1 2026.

  • Dahring Cusmano held 2,705 shares of iShares Morningstar Mid-Cap Growth ETF worth $213K as of Q1 2026.
  • Dahring Cusmano bought 5 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $410.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.13% of Dahring Cusmano's portfolio in Q1 2026, its #57 holding.
  • Dahring Cusmano first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Dahring Cusmano's iShares Morningstar Mid-Cap Growth ETF position peaked at $255K in Q4 2024.
  • 401 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Dahring Cusmano's 13F filing for Q1 2026, filed 5 May 2026.