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Horizon Investment Services’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Horizon Investment Services’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 		$2.74M Buy
27,878
+948
+4% +$85.5K 0.76% 38
2026
Q1 		$2.12M Buy
26,930
+6,840
+34% +$560K 0.74% 43
2025
Q4 		$1.6M Buy
20,090
+324
+2% +$26.3K 0.58% 46
2025
Q3 		$1.64M Buy
19,766
+184
+0.9% +$15K 0.62% 43
2025
Q2 		$1.57M Sell
19,582
-1,641
-8% -$122K 0.69% 39
2025
Q1 		$1.52M Sell
21,223
-897
-4% -$68.3K 0.74% 39
2024
Q4 		$1.67M Sell
22,120
-71
-0.3% -$5.43K 0.71% 39
2024
Q3 		$1.62M Buy
22,191
+11
+0% +$763 0.69% 49
2024
Q2 		$1.5M Buy
22,180
+240
+1% +$16.3K 0.71% 45
2024
Q1 		$1.55M Buy
21,940
+2,000
+10% +$133K 0.76% 46
2023
Q4 		$1.29M Sell
19,940
-186
-0.9% -$10.9K 0.69% 50
2023
Q3 		$1.15M Buy
20,126
+3,710
+23% +$224K 0.69% 49
2023
Q2 		$1M Buy
16,416
+390
+2% +$22.4K 0.61% 47
2023
Q1 		$922K Buy
16,026
+4,358
+37% +$249K 0.59% 48
2022
Q4 		$629K Sell
11,668
-6,814
-37% -$367K 0.46% 56
2022
Q3 		$931K Buy
18,482
+405
+2% +$22.6K 0.67% 42
2022
Q2 		$939K Sell
18,077
-82
-0.5% -$4.67K 0.62% 45
2022
Q1 		$1.17M Buy
+18,159
New +$1.17M 0.61% 45

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Horizon Investment Services's IMCG Position: Q2 2026 in Review

Horizon Investment Services increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 3.5% in Q2 2026, buying an estimated $85.5K and bringing the position to 27,878 shares worth $2.74M. The position accounts for 0.76% of the portfolio, ranked #38.

Horizon Investment Services first reported a position in IMCG in Q1 2022 and has held it in 18 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Horizon Investment Services held 27,878 shares of iShares Morningstar Mid-Cap Growth ETF worth $2.74M as of Q2 2026.
  • Horizon Investment Services bought 948 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $85.5K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.76% of Horizon Investment Services's portfolio in Q2 2026, its #38 holding.
  • Horizon Investment Services first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Horizon Investment Services's 13F filing for Q2 2026, filed 6 Aug 2026.