Marino Stram & Associates’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Marino Stram & 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 Q1	$5.55M	Buy	70,492 +7,055	+11%	+$578K	1%	17
2025 Q4	$5.06M	Buy	63,437 +6,435	+11%	+$523K	0.92%	19
2025 Q3	$4.72M	Buy	57,002 +7,982	+16%	+$651K	0.85%	20
2025 Q2	$3.93M	Buy	49,020 +8,008	+20%	+$595K	0.79%	20
2025 Q1	$2.93M	Buy	41,012 +10,792	+36%	+$822K	0.65%	27
2024 Q4	$2.28M	Buy	30,220 +3,414	+13%	+$261K	0.51%	35
2024 Q3	$1.96M	Buy	26,806 +551	+2%	+$38.2K	0.44%	40
2024 Q2	$1.78M	Buy	26,255 +329	+1%	+$22.4K	0.43%	41
2024 Q1	$1.83M	Buy	25,926 +825	+3%	+$54.9K	0.43%	40
2023 Q4	$1.62M	Buy	25,101 +283	+1%	+$16.6K	0.42%	42
2023 Q3	$1.42M	Buy	24,818 +3,196	+15%	+$193K	0.42%	42
2023 Q2	$1.32M	Buy	21,622 +4,236	+24%	+$243K	0.37%	42
2023 Q1	$1M	Sell	17,386 -518	-3%	-$29.6K	0.3%	55
2022 Q4	$965K	Buy	17,904 +3,851	+27%	+$207K	0.3%	54
2022 Q3	$708K	Buy	14,053 +1,103	+9%	+$61.5K	0.26%	64
2022 Q2	$673K	Buy	12,950 +4,728	+58%	+$269K	0.23%	71
2022 Q1	$529K	Buy	+8,222	New	+$529K	0.17%	95

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

Marino Stram & Associates's IMCG Position: Q1 2026 in Review

Marino Stram & Associates increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 11% in Q1 2026, buying an estimated $578K and bringing the position to 70,492 shares worth $5.55M. The position accounts for 1% of the portfolio, ranked #17.

Marino Stram & Associates first reported a position in IMCG in Q1 2022 and has held it in 17 quarters since. 401 funds tracked by Wall St. Rank hold IMCG as of Q1 2026.

Marino Stram & Associates held 70,492 shares of iShares Morningstar Mid-Cap Growth ETF worth $5.55M as of Q1 2026.
Marino Stram & Associates bought 7,055 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $578K.
iShares Morningstar Mid-Cap Growth ETF made up 1% of Marino Stram & Associates's portfolio in Q1 2026, its #17 holding.
Marino Stram & Associates first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2022 and has held it in 17 quarters since.
401 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Marino Stram & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.