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Keel Point’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Keel Point’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 		$205K Sell
2,083
-961
-32% -$86.7K 0.01% 489
2026
Q1 		$240K Buy
+3,044
New +$249K 0.02% 399

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

Keel Point's IMCG Position: Q2 2026 in Review

Keel Point reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 32% in Q2 2026, selling an estimated $86.7K and leaving 2,083 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #489.

Keel Point first reported a position in IMCG in Q1 2026 and has held it in 2 quarters since. The position peaked at $240K in Q1 2026. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Keel Point held 2,083 shares of iShares Morningstar Mid-Cap Growth ETF worth $205K as of Q2 2026.
  • Keel Point sold 961 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $86.7K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.01% of Keel Point's portfolio in Q2 2026, its #489 holding.
  • Keel Point first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • Keel Point's iShares Morningstar Mid-Cap Growth ETF position peaked at $240K in Q1 2026.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.