Halbert Hargrove Global Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Halbert Hargrove Global Advisors’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	$22.2K	Sell	225 -235	-51%	-$21.2K	﹤0.01%	260
2026 Q1	$36.3K	Hold	460	–	–	﹤0.01%	212
2025 Q4	$36.8K	Hold	460	–	–	﹤0.01%	215
2025 Q3	$38.1K	Hold	460	–	–	﹤0.01%	206
2025 Q2	$36.9K	Sell	460 -37	-7%	-$2.75K	﹤0.01%	162
2025 Q1	$35.5K	Hold	497	–	–	﹤0.01%	165
2024 Q4	$37.6K	Buy	+497	New	+$38K	﹤0.01%	167

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

Halbert Hargrove Global Advisors's IMCG Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 51% in Q2 2026, selling an estimated $21.2K and leaving 225 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Halbert Hargrove Global Advisors first reported a position in IMCG in Q4 2024 and has held it in 7 quarters since. The position peaked at $38.1K in Q3 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Halbert Hargrove Global Advisors held 225 shares of iShares Morningstar Mid-Cap Growth ETF worth $22.2K as of Q2 2026.
Halbert Hargrove Global Advisors sold 235 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $21.2K.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #260 holding.
Halbert Hargrove Global Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Halbert Hargrove Global Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $38.1K in Q3 2025.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.