Kendall Capital Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Kendall Capital 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	$302K	Buy	3,072 +1	+0%	+$90	0.05%	205
2026 Q1	$242K	Buy	3,071 +2	+0.1%	+$164	0.05%	209
2025 Q4	$245K	Buy	3,069 +2	+0.1%	+$163	0.05%	207
2025 Q3	$254K	Buy	3,067 +2	+0.1%	+$163	0.06%	211
2025 Q2	$246K	Buy	3,065 +2	+0.1%	+$149	0.07%	201
2025 Q1	$219K	Buy	3,063 +2	+0.1%	+$152	0.06%	202
2024 Q4	$231K	Buy	+3,061	New	+$234K	0.07%	201

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

Kendall Capital Management's IMCG Position: Q2 2026 in Review

Kendall Capital Management increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.03% in Q2 2026, buying an estimated $90 and bringing the position to 3,072 shares worth $302K. The position accounts for 0.05% of the portfolio, ranked #205.

Kendall Capital Management first reported a position in IMCG in Q4 2024 and has held it in 7 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Kendall Capital Management held 3,072 shares of iShares Morningstar Mid-Cap Growth ETF worth $302K as of Q2 2026.
Kendall Capital Management bought 1 iShares Morningstar Mid-Cap Growth ETF share in Q2 2026, an estimated $90.
iShares Morningstar Mid-Cap Growth ETF made up 0.05% of Kendall Capital Management's portfolio in Q2 2026, its #205 holding.
Kendall Capital Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Kendall Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.