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 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 $11.8B AUM 9.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HRT Financial's IMCG Position: Q1 2026 in Review

HRT Financial reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 40% in Q1 2026, selling an estimated $969K and leaving 17,667 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1846.

HRT Financial first reported a position in IMCG in Q2 2015 and has held it in 4 quarters since. The position peaked at $2.35M in Q4 2025. 401 funds tracked by Wall St. Rank hold IMCG as of Q1 2026.

HRT Financial held 17,667 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.39M as of Q1 2026.
HRT Financial sold 11,827 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $969K.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of HRT Financial's portfolio in Q1 2026, its #1846 holding.
HRT Financial first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2015 and has held it in 4 quarters since.
HRT Financial's iShares Morningstar Mid-Cap Growth ETF position peaked at $2.35M in Q4 2025.
401 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.