Integrated Investment Consultants’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Integrated Investment Consultants’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	$12.9M	Buy	136,468 +3,396	+3%	+$306K	2.55%	9
2026 Q1	$10.5M	Buy	133,072 +8,078	+6%	+$662K	2.22%	12
2025 Q4	$9.98M	Sell	124,994 -2,493	-2%	-$203K	1.96%	14
2025 Q3	$10.3M	Buy	127,487 +4,825	+4%	+$393K	1.75%	15
2025 Q2	$9.6M	Sell	122,662 -1,187	-1%	-$88.3K	1.89%	11
2025 Q1	$8.63M	Buy	123,849 +10,087	+9%	+$769K	1.72%	14
2024 Q4	$8.37M	Buy	113,762 +999	+0.9%	+$76.4K	1.73%	14
2024 Q3	$8.01M	Buy	112,763 +8,611	+8%	+$597K	1.74%	13
2024 Q2	$7.36M	Hold	104,152	–	–	2.03%	12
2024 Q1	$7.36M	Sell	104,152 -35,015	-25%	-$2.33M	2.03%	12
2023 Q4	$8.97M	Buy	139,167 +1,790	+1%	+$105K	2.84%	7
2023 Q3	$7.85M	Buy	137,377 +17,464	+15%	+$1.05M	2.85%	5
2023 Q2	$7.31M	Buy	119,913 +8,723	+8%	+$500K	2.31%	11
2023 Q1	$6.4M	Buy	111,190 +10,553	+10%	+$603K	2.01%	12
2022 Q4	$5.42M	Buy	100,637 +5,888	+6%	+$317K	1.83%	12
2022 Q3	$4.77M	Buy	94,749 +34,815	+58%	+$1.94M	1.9%	10
2022 Q2	$3.11M	Buy	59,934 +52,352	+690%	+$2.98M	1.13%	20
2022 Q1	$487K	Sell	7,582 -1,927	-20%	-$124K	0.13%	129
2021 Q4	$696K	Buy	9,509 +1,022	+12%	+$74.3K	0.19%	93
2021 Q3	$585K	Buy	8,487 +2,638	+45%	+$186K	0.17%	104
2021 Q2	$403K	Buy	+5,849	New	+$386K	0.12%	157
2018 Q2	–	Sell	-1,500	Closed	-$52K	–	433
2018 Q1	$52K	Buy	+1,500	New	+$52.6K	0.02%	422

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

Integrated Investment Consultants's IMCG Position: Q2 2026 in Review

Integrated Investment Consultants increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 2.6% in Q2 2026, buying an estimated $306K and bringing the position to 136,468 shares worth $12.9M. The position accounts for 2.55% of the portfolio, ranked #9.

Integrated Investment Consultants first reported a position in IMCG in Q1 2018 and has held it in 22 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Integrated Investment Consultants held 136,468 shares of iShares Morningstar Mid-Cap Growth ETF worth $12.9M as of Q2 2026.
Integrated Investment Consultants bought 3,396 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $306K.
iShares Morningstar Mid-Cap Growth ETF made up 2.55% of Integrated Investment Consultants's portfolio in Q2 2026, its #9 holding.
Integrated Investment Consultants first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2018 and has held it in 22 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Integrated Investment Consultants's 13F filing for Q2 2026, filed 17 Aug 2026.