Financial Perspectives’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Financial Perspectives’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	$154K	Buy	1,567 +2	+0.1%	+$180	0.04%	201
2026 Q1	$123K	Buy	1,565 +2	+0.1%	+$164	0.03%	214
2025 Q4	$125K	Buy	1,563 +4	+0.3%	+$325	0.03%	208
2025 Q3	$129K	Buy	1,559 +3	+0.2%	+$245	0.04%	211
2025 Q2	$125K	Buy	1,556 +3	+0.2%	+$223	0.04%	205
2025 Q1	$111K	Buy	1,553 +163	+12%	+$12.4K	0.04%	209
2024 Q4	$105K	Buy	1,390 +3	+0.2%	+$230	0.04%	209
2024 Q3	$101K	Buy	1,387 +3	+0.2%	+$208	0.04%	210
2024 Q2	$93.8K	Buy	1,384 +2	+0.1%	+$136	0.03%	209
2024 Q1	$97.7K	Buy	1,382 +3	+0.2%	+$200	0.04%	207
2023 Q4	$88.9K	Buy	1,379 +7	+0.5%	+$411	0.04%	212
2023 Q3	$78.4K	Hold	1,372	–	–	0.04%	209
2023 Q2	$83.6K	Buy	1,372 +3	+0.2%	+$172	0.04%	210
2023 Q1	$78.8K	Buy	1,369 +3	+0.2%	+$171	0.04%	214
2022 Q4	$73.6K	Buy	+1,366	New	+$73.6K	0.04%	212
2021 Q4	–	Sell	-2,484	Closed	-$171K	–	664
2021 Q3	$171K	Hold	2,484	–	–	0.09%	129
2021 Q2	$171K	Hold	2,484	–	–	0.08%	136
2021 Q1	$157K	Buy	+2,484	New	+$161K	0.08%	140

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

Financial Perspectives's IMCG Position: Q2 2026 in Review

Financial Perspectives increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.13% in Q2 2026, buying an estimated $180 and bringing the position to 1,567 shares worth $154K. The position accounts for 0.04% of the portfolio, ranked #201.

Financial Perspectives first reported a position in IMCG in Q1 2021 and has held it in 18 quarters since. The position peaked at $171K in Q2 2021. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Financial Perspectives held 1,567 shares of iShares Morningstar Mid-Cap Growth ETF worth $154K as of Q2 2026.
Financial Perspectives bought 2 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $180.
iShares Morningstar Mid-Cap Growth ETF made up 0.04% of Financial Perspectives's portfolio in Q2 2026, its #201 holding.
Financial Perspectives first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2021 and has held it in 18 quarters since.
Financial Perspectives's iShares Morningstar Mid-Cap Growth ETF position peaked at $171K in Q2 2021.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.