Marmo Financial Group’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Marmo Financial 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 Q1	$3.07M	Sell	38,935 -598	-2%	-$49K	1.52%	17
2025 Q4	$3.16M	Sell	39,533 -1,906	-5%	-$155K	1.49%	17
2025 Q3	$3.43M	Sell	41,439 -70,130	-63%	-$5.72M	1.66%	17
2025 Q2	$8.95M	Buy	111,569 +1,616	+1%	+$120K	4.46%	8
2025 Q1	$7.85M	Sell	109,953 -7,157	-6%	-$545K	4.3%	8
2024 Q4	$8.84M	Sell	117,110 -1,938	-2%	-$148K	4.78%	8
2024 Q3	$8.69M	Sell	119,048 -88,191	-43%	-$6.12M	4.63%	8
2024 Q2	$14M	Sell	207,239 -556	-0.3%	-$37.8K	8.49%	3
2024 Q1	$14.7M	Buy	207,795 +8,534	+4%	+$568K	8.93%	3
2023 Q4	$12.8M	Sell	199,261 -4,915	-2%	-$289K	9.75%	3
2023 Q3	$11.7M	Sell	204,176 -1,441	-0.7%	-$86.9K	11.07%	2
2023 Q2	$12.5M	Buy	205,617 +10,537	+5%	+$604K	11.33%	2
2023 Q1	$11.2M	Buy	+195,080	New	+$11.2M	10.68%	2

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Marmo Financial Group's IMCG Position: Q1 2026 in Review

Marmo Financial Group reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 1.5% in Q1 2026, selling an estimated $49K and leaving 38,935 shares worth $3.07M. The position accounts for 1.52% of the portfolio, ranked #17.

Marmo Financial Group first reported a position in IMCG in Q1 2023 and has held it in 13 quarters since. The position peaked at $14.7M in Q1 2024. 401 funds tracked by Wall St. Rank hold IMCG as of Q1 2026.

Marmo Financial Group held 38,935 shares of iShares Morningstar Mid-Cap Growth ETF worth $3.07M as of Q1 2026.
Marmo Financial Group sold 598 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $49K.
iShares Morningstar Mid-Cap Growth ETF made up 1.52% of Marmo Financial Group's portfolio in Q1 2026, its #17 holding.
Marmo Financial Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2023 and has held it in 13 quarters since.
Marmo Financial Group's iShares Morningstar Mid-Cap Growth ETF position peaked at $14.7M in Q1 2024.
401 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Marmo Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.