Eastern Bank’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Eastern Bank’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	$21.8K	Hold	222	–	–	﹤0.01%	758
2026 Q1	$17.5K	Hold	222	–	–	﹤0.01%	741
2025 Q4	$17.7K	Hold	222	–	–	﹤0.01%	749
2025 Q3	$18.4K	Hold	222	–	–	﹤0.01%	744
2025 Q2	$17.8K	Hold	222	–	–	﹤0.01%	696
2025 Q1	$15.9K	Hold	222	–	–	﹤0.01%	726
2024 Q4	$16.8K	Hold	222	–	–	﹤0.01%	717
2024 Q3	$16.2K	Buy	+222	New	+$15.4K	﹤0.01%	707

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

Eastern Bank's IMCG Position: Q2 2026 in Review

Eastern Bank held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 222 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Eastern Bank first reported a position in IMCG in Q3 2024 and has held it in 8 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Eastern Bank held 222 shares of iShares Morningstar Mid-Cap Growth ETF worth $21.8K as of Q2 2026.
Eastern Bank left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #758 holding.
Eastern Bank first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.