MWM
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Maripau Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Maripau Wealth 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
Q1 		$521K Buy
6,614
+219
+3% +$17.9K 0.23% 85
2025
Q4 		$506K Buy
6,395
+482
+8% +$39.2K 0.23% 82
2025
Q3 		$489K Buy
5,913
+1,475
+33% +$120K 0.25% 75
2025
Q2 		$359K Buy
4,438
+660
+17% +$49.1K 0.18% 101
2025
Q1 		$270K Buy
3,778
+595
+19% +$45.3K 0.15% 109
2024
Q4 		$240K Buy
+3,183
New +$244K 0.14% 121
2024
Q2 		– Sell
-6,720
Closed -$475K – 156
2024
Q1 		$475K Buy
6,720
+2,340
+53% +$156K 0.36% 64
2023
Q4 		$282K Buy
4,380
+828
+23% +$48.6K 0.25% 81
2023
Q3 		$203K Buy
+3,552
New +$214K 0.19% 93

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return