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International Assets Investment Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

International Assets 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 		$231K Buy
2,362
+1,865
+375% +$168K 0.01% 806
2026
Q1 		$39.6K Sell
497
-3,162
-86% -$259K ﹤0.01% 1297
2025
Q4 		$292K Buy
+3,659
New +$297K 0.02% 647
2024
Q3 		– Sell
-77
Closed -$5.22K – 2197
2024
Q2 		$5.22K Buy
+77
New +$5.24K ﹤0.01% 1836

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

International Assets Investment Management's IMCG Position: Q2 2026 in Review

International Assets Investment Management increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 375% in Q2 2026, buying an estimated $168K and bringing the position to 2,362 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #806.

International Assets Investment Management first reported a position in IMCG in Q2 2024 and has held it in 4 quarters since. The position peaked at $292K in Q4 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • International Assets Investment Management held 2,362 shares of iShares Morningstar Mid-Cap Growth ETF worth $231K as of Q2 2026.
  • International Assets Investment Management bought 1,865 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $168K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #806 holding.
  • International Assets Investment Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2024 and has held it in 4 quarters since.
  • International Assets Investment Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $292K in Q4 2025.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.