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 Q1	$240K	Buy	+3,044	New	+$249K	0.02%	399

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

Keel Point's IMCG Position: Q1 2026 in Review

Keel Point opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2026: 3,044 shares worth $240K. The stake represents 0.02% of the portfolio and ranks #399 among its holdings.

401 funds tracked by Wall St. Rank hold IMCG as of Q1 2026.

Keel Point held 3,044 shares of iShares Morningstar Mid-Cap Growth ETF worth $240K as of Q1 2026.
iShares Morningstar Mid-Cap Growth ETF was a new Keel Point position in Q1 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.02% of Keel Point's portfolio in Q1 2026, its #399 holding.
401 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.