Fidelity Investments’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Fidelity Investments’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	$2.03M	Buy	20,653 +2,285	+12%	+$206K	﹤0.01%	2745
2026 Q1	$1.45M	Buy	18,368 +5,915	+47%	+$485K	﹤0.01%	2739
2025 Q4	$994K	Sell	12,453 -101	-0.8%	-$8.21K	﹤0.01%	2852
2025 Q3	$1.04M	Buy	12,554 +367	+3%	+$29.9K	﹤0.01%	2788
2025 Q2	$978K	Sell	12,187 -293	-2%	-$21.8K	﹤0.01%	2729
2025 Q1	$891K	Sell	12,480 -3,834	-24%	-$292K	﹤0.01%	2716
2024 Q4	$1.23M	Buy	16,314 +4,973	+44%	+$380K	﹤0.01%	2597
2024 Q3	$828K	Buy	11,341 +2,017	+22%	+$140K	﹤0.01%	2660
2024 Q2	$632K	Buy	9,324 +1,961	+27%	+$133K	﹤0.01%	2652
2024 Q1	$520K	Buy	7,363 +3,070	+72%	+$204K	﹤0.01%	2704
2023 Q4	$277K	Sell	4,293 -416	-9%	-$24.4K	﹤0.01%	2857
2023 Q3	$269K	Sell	4,709 -981	-17%	-$59.2K	﹤0.01%	2791
2023 Q2	$347K	Buy	5,690 +879	+18%	+$50.4K	﹤0.01%	2774
2023 Q1	$277K	Buy	4,811 +135	+3%	+$7.72K	﹤0.01%	2877
2022 Q4	$252K	Buy	4,676 +78	+2%	+$4.2K	﹤0.01%	2942
2022 Q3	$232K	Sell	4,598 -584	-11%	-$32.6K	﹤0.01%	3010
2022 Q2	$269K	Sell	5,182 -729	-12%	-$41.5K	﹤0.01%	3043
2022 Q1	$380K	Sell	5,911 -691	-10%	-$44.5K	﹤0.01%	3070
2021 Q4	$484K	Buy	6,602 +470	+8%	+$34.2K	﹤0.01%	2803
2021 Q3	$422K	Buy	6,132 +91	+2%	+$6.43K	﹤0.01%	2828
2021 Q2	$416K	Sell	6,041 -625	-9%	-$41.2K	﹤0.01%	2800
2021 Q1	$420K	Sell	6,666 -198	-3%	-$12.8K	﹤0.01%	2713
2020 Q4	$437K	Buy	6,864 +12	+0.2%	+$708	﹤0.01%	2669
2020 Q3	$366K	Sell	6,852 -54	-0.8%	-$2.81K	﹤0.01%	2584
2020 Q2	$337K	Buy	6,906 +498	+8%	+$21.9K	﹤0.01%	2547
2020 Q1	$233K	Sell	6,408 -330	-5%	-$14K	﹤0.01%	2554
2019 Q4	$296K	Buy	6,738 +12	+0.2%	+$503	﹤0.01%	2566
2019 Q3	$273K	Sell	6,726 -390	-5%	-$16.3K	﹤0.01%	2602
2019 Q2	$298K	Buy	7,116 +354	+5%	+$14.3K	﹤0.01%	2598
2019 Q1	$263K	Buy	6,762 +696	+11%	+$25.6K	﹤0.01%	2557
2018 Q4	$194K	Hold	6,066	–	–	﹤0.01%	2559
2018 Q3	$238K	Buy	+6,066	New	+$232K	﹤0.01%	2619

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

Fidelity Investments's IMCG Position: Q2 2026 in Review

Fidelity Investments increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 12% in Q2 2026, buying an estimated $206K and bringing the position to 20,653 shares worth $2.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2745.

Fidelity Investments first reported a position in IMCG in Q3 2018 and has held it in 32 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Fidelity Investments held 20,653 shares of iShares Morningstar Mid-Cap Growth ETF worth $2.03M as of Q2 2026.
Fidelity Investments bought 2,285 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $206K.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #2745 holding.
Fidelity Investments first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2018 and has held it in 32 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.