IEQ Capital’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

IEQ Capital’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	$1.41M	Hold	14,370	–	–	0.01%	964
2026 Q1	$1.13M	Sell	14,370 -156	-1%	-$12.8K	0.01%	986
2025 Q4	$1.16M	Hold	14,526	–	–	﹤0.01%	981
2025 Q3	$1.2M	Buy	14,526 +1	+0%	+$82	﹤0.01%	940
2025 Q2	$1.17M	Hold	14,525	–	–	0.01%	809
2025 Q1	$1.04M	Hold	14,525	–	–	0.01%	754
2024 Q4	$1.1M	Buy	14,525 +1	+0%	+$77	0.01%	639
2024 Q3	$1.06M	Buy	14,524 +154	+1%	+$10.7K	0.01%	526
2024 Q2	$974K	Hold	14,370	–	–	0.01%	481
2024 Q1	$1.02M	Hold	14,370	–	–	0.01%	455
2023 Q4	$926K	Hold	14,370	–	–	0.02%	439
2023 Q3	$821K	Hold	14,370	–	–	0.02%	443
2023 Q2	$876K	Hold	14,370	–	–	0.02%	421
2023 Q1	$827K	Hold	14,370	–	–	0.02%	439
2022 Q4	$774K	Hold	14,370	–	–	0.02%	410
2022 Q3	$724K	Hold	14,370	–	–	0.02%	444
2022 Q2	$746K	Hold	14,370	–	–	0.02%	372
2022 Q1	$924K	Hold	14,370	–	–	0.02%	347
2021 Q4	$1.05M	Hold	14,370	–	–	0.02%	295
2021 Q3	$990K	Hold	14,370	–	–	0.03%	297
2021 Q2	$990K	Buy	+14,370	New	+$948K	0.03%	255

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

IEQ Capital's IMCG Position: Q2 2026 in Review

IEQ Capital held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 14,370 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #964.

IEQ Capital first reported a position in IMCG in Q2 2021 and has held it in 21 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

IEQ Capital held 14,370 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.41M as of Q2 2026.
IEQ Capital left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #964 holding.
IEQ Capital first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2021 and has held it in 21 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.