GIP
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Granite Investment Partners’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Granite Investment Partners’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 		$174K Buy
2,210
+1
+0% +$82 0.01% 236
2025
Q4 		$176K Hold
2,209
– – 0.01% 227
2025
Q3 		$183K Hold
2,209
– – 0.01% 230
2025
Q2 		$177K Buy
+2,209
New +$164K 0.01% 237
2025
Q1 		– Sell
-2,209
Closed -$167K – 262
2024
Q4 		$167K Buy
+2,209
New +$169K 0.01% 245
2022
Q1 		– Sell
-2,210
Closed -$162K – 278
2021
Q4 		$162K Buy
+2,210
New +$161K ﹤0.01% 263
2020
Q1 		– Sell
-2,196
Closed -$101K – 290
2019
Q4 		$101K Buy
+2,196
New +$92.1K ﹤0.01% 273
2019
Q2 		– Sell
-2,190
Closed -$89K – 363
2019
Q1 		$89K Buy
+2,190
New +$80.5K 0.01% 341

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 $376B 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 $431B 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