Main Street Group’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Main Street Group’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	$5.37K	Buy	55 +4	+8%	+$361	﹤0.01%	636
2026 Q1	$3.98K	Buy	+51	New	+$4.18K	﹤0.01%	668
2025 Q4	–	Sell	-242	Closed	-$20.1K	–	340
2025 Q3	$20.1K	Buy	242 +1	+0.4%	+$82	0.01%	408
2025 Q2	$19.3K	Hold	241	–	–	0.01%	404
2025 Q1	$17.2K	Hold	241	–	–	0.01%	427
2024 Q4	$18.1K	Buy	241 +1	+0.4%	+$77	0.01%	411
2024 Q3	$17.5K	Hold	240	–	–	0.01%	416
2024 Q2	$16.1K	Buy	240 +1	+0.4%	+$68	0.01%	442
2024 Q1	$16.7K	Buy	239 +1	+0.4%	+$67	0.01%	459
2023 Q4	$15.4K	Buy	+238	New	+$14K	0.01%	705

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

Main Street Group's IMCG Position: Q2 2026 in Review

Main Street Group increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 7.8% in Q2 2026, buying an estimated $361 and bringing the position to 55 shares worth $5.37K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Main Street Group first reported a position in IMCG in Q4 2023 and has held it in 10 quarters since. The position peaked at $20.1K in Q3 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Main Street Group held 55 shares of iShares Morningstar Mid-Cap Growth ETF worth $5.37K as of Q2 2026.
Main Street Group bought 4 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $361.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Main Street Group's portfolio in Q2 2026, its #636 holding.
Main Street Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Main Street Group's iShares Morningstar Mid-Cap Growth ETF position peaked at $20.1K in Q3 2025.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.