IWC
IMCG icon

Integrated Wealth Concepts’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Integrated Wealth Concepts’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 		$3.04M Sell
30,966
-1,258
-4% -$114K 0.02% 679
2026
Q1 		$2.54M Buy
32,224
+29,024
+907% +$2.38M 0.02% 670
2025
Q4 		$255K Sell
3,200
-24,069
-88% -$1.96M ﹤0.01% 1389
2025
Q3 		$2.26M Buy
27,269
+5,979
+28% +$487K 0.02% 630
2025
Q2 		$1.71M Buy
21,290
+267
+1% +$19.9K 0.02% 670
2025
Q1 		$1.5M Buy
21,023
+20
+0.1% +$1.52K 0.02% 661
2024
Q4 		$1.59M Buy
21,003
+377
+2% +$28.8K 0.02% 643
2024
Q3 		$1.51M Buy
20,626
+705
+4% +$48.9K 0.02% 641
2024
Q2 		$1.35M Buy
19,921
+391
+2% +$26.6K 0.02% 632
2024
Q1 		$1.38M Buy
19,530
+361
+2% +$24K 0.02% 633
2023
Q4 		$1.24M Sell
19,169
-4
-0% -$235 0.02% 643
2023
Q3 		$1.1M Sell
19,173
-1,046
-5% -$63.1K 0.02% 658
2023
Q2 		$1.23M Buy
20,219
+15,468
+326% +$887K 0.02% 608
2023
Q1 		$273K Buy
+4,751
New +$272K 0.01% 1096

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

Integrated Wealth Concepts's IMCG Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 3.9% in Q2 2026, selling an estimated $114K and leaving 30,966 shares worth $3.04M. The position accounts for 0.02% of the portfolio, ranked #679.

Integrated Wealth Concepts first reported a position in IMCG in Q1 2023 and has held it in 14 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Integrated Wealth Concepts held 30,966 shares of iShares Morningstar Mid-Cap Growth ETF worth $3.04M as of Q2 2026.
  • Integrated Wealth Concepts sold 1,258 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $114K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #679 holding.
  • Integrated Wealth Concepts first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.