Jim Saulnier & Associates’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Jim Saulnier & Associates’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 Q1	$1.4M	Sell	17,816 -61	-0.3%	-$5K	0.68%	35
2025 Q4	$1.43M	Sell	17,877 -6	-0%	-$488	0.74%	33
2025 Q3	$1.48M	Sell	17,883 -1,567	-8%	-$128K	0.82%	28
2025 Q2	$1.56M	Sell	19,450 -2,233	-10%	-$166K	1.06%	23
2025 Q1	$1.55M	Buy	21,683 +917	+4%	+$69.9K	1.21%	20
2024 Q4	$1.57M	Buy	20,766 +3,919	+23%	+$300K	1.35%	17
2024 Q3	$1.23M	Buy	+16,847	New	+$1.17M	1.2%	20

Other funds holding IMCG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jim Saulnier & Associates's IMCG Position: Q1 2026 in Review

Jim Saulnier & Associates reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.34% in Q1 2026, selling an estimated $5K and leaving 17,816 shares worth $1.4M. The position accounts for 0.68% of the portfolio, ranked #35.

Jim Saulnier & Associates first reported a position in IMCG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.57M in Q4 2024. 401 funds tracked by Wall St. Rank hold IMCG as of Q1 2026.

Jim Saulnier & Associates held 17,816 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.4M as of Q1 2026.
Jim Saulnier & Associates sold 61 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $5K.
iShares Morningstar Mid-Cap Growth ETF made up 0.68% of Jim Saulnier & Associates's portfolio in Q1 2026, its #35 holding.
Jim Saulnier & Associates first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
Jim Saulnier & Associates's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.57M in Q4 2024.
401 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.