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MassMutual Private Wealth & Trust’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

MassMutual Private Wealth & Trust’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 		– Sell
-21
Closed -$1.65K – 2448
2026
Q1 		$1.65K Buy
+21
New +$1.72K ﹤0.01% 2016

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

MassMutual Private Wealth & Trust's IMCG Position: Q2 2026 in Review

MassMutual Private Wealth & Trust sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026, closing a stake of 21 shares — an estimated $1.65K sold.

MassMutual Private Wealth & Trust first reported a position in IMCG in Q1 2026 and held it in 1 quarter. The position peaked at $1.65K in Q1 2026. 255 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • MassMutual Private Wealth & Trust reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 21 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.65K.
  • MassMutual Private Wealth & Trust first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2026 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.65K in Q1 2026.
  • 255 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.