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 Q2	$826K	Sell	8,398 -9,418	-53%	-$850K	0.33%	61
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 $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

Jim Saulnier & Associates's IMCG Position: Q2 2026 in Review

Jim Saulnier & Associates reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 53% in Q2 2026, selling an estimated $850K and leaving 8,398 shares worth $826K. The position accounts for 0.33% of the portfolio, ranked #61.

Jim Saulnier & Associates first reported a position in IMCG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.57M in Q4 2024. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Jim Saulnier & Associates held 8,398 shares of iShares Morningstar Mid-Cap Growth ETF worth $826K as of Q2 2026.
Jim Saulnier & Associates sold 9,418 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $850K.
iShares Morningstar Mid-Cap Growth ETF made up 0.33% of Jim Saulnier & Associates's portfolio in Q2 2026, its #61 holding.
Jim Saulnier & Associates first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
Jim Saulnier & Associates's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.57M in Q4 2024.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.