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Hunter Associates Investment Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Hunter Associates Investment Management’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 		$1.98M Sell
20,133
-1,470
-7% -$133K 0.23% 98
2026
Q1 		$1.7M Sell
21,603
-775
-3% -$63.5K 0.23% 102
2025
Q4 		$1.79M Sell
22,378
-241
-1% -$19.6K 0.24% 99
2025
Q3 		$1.87M Sell
22,619
-1,150
-5% -$93.8K 0.26% 90
2025
Q2 		$1.91M Sell
23,769
-1,004
-4% -$74.7K 0.28% 90
2025
Q1 		$1.77M Sell
24,773
-1,230
-5% -$93.7K 0.27% 86
2024
Q4 		$1.96M Buy
26,003
+1,692
+7% +$129K 0.3% 80
2024
Q3 		$1.78M Buy
24,311
+930
+4% +$64.5K 0.28% 89
2024
Q2 		$1.59M Sell
23,381
-1,504
-6% -$102K 0.27% 91
2024
Q1 		$1.76M Buy
24,885
+1,037
+4% +$69.1K 0.3% 89
2023
Q4 		$1.54M Buy
23,848
+4,608
+24% +$271K 0.28% 91
2023
Q3 		$1.1M Buy
19,240
+1,500
+8% +$90.5K 0.22% 105
2023
Q2 		$1.08M Buy
17,740
+1,075
+6% +$61.7K 0.21% 106
2023
Q1 		$966K Buy
16,665
+1,225
+8% +$70K 0.21% 92
2022
Q4 		$836K Buy
15,440
+5,235
+51% +$282K 0.2% 98
2022
Q3 		$516K Buy
+10,205
New +$569K 0.13% 129

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

Hunter Associates Investment Management's IMCG Position: Q2 2026 in Review

Hunter Associates Investment Management reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 6.8% in Q2 2026, selling an estimated $133K and leaving 20,133 shares worth $1.98M. The position accounts for 0.23% of the portfolio, ranked #98.

Hunter Associates Investment Management first reported a position in IMCG in Q3 2022 and has held it in 16 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Hunter Associates Investment Management held 20,133 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.98M as of Q2 2026.
  • Hunter Associates Investment Management sold 1,470 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $133K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.23% of Hunter Associates Investment Management's portfolio in Q2 2026, its #98 holding.
  • Hunter Associates Investment Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Hunter Associates Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.