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

HRT Financial’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	–	Sell	-17,667	Closed	-$1.39M	–	4747
2026 Q1	$1.39M	Sell	17,667 -11,827	-40%	-$969K	﹤0.01%	1846
2025 Q4	$2.35M	Buy	+29,494	New	+$2.4M	0.01%	1206
2025 Q2	–	Sell	-6,083	Closed	-$434K	–	3073
2025 Q1	$434K	Buy	+6,083	New	+$464K	﹤0.01%	1541
2015 Q3	–	Sell	-13,224	Closed	-$362K	–	128
2015 Q2	$362K	Buy	+13,224	New	+$369K	0.17%	77

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

HRT Financial's IMCG Position: Q2 2026 in Review

HRT Financial sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026, closing a stake of 17,667 shares — an estimated $1.39M sold.

HRT Financial first reported a position in IMCG in Q2 2015 and held it in 4 quarters. The position peaked at $2.35M in Q4 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

HRT Financial reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
HRT Financial sold 17,667 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.39M.
HRT Financial first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2015 and held it in 4 quarters.
HRT Financial's iShares Morningstar Mid-Cap Growth ETF position peaked at $2.35M in Q4 2025.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.