MHR
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Matthew Hamilton Rosenberg’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Matthew Hamilton Rosenberg’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
2025
Q3 		– Sell
-350
Closed -$28.1K – 815
2025
Q2 		$28.1K Sell
350
-45
-11% -$3.35K 0.01% 516
2025
Q1 		$28.2K Sell
395
-57
-13% -$4.34K 0.01% 495
2024
Q4 		$34.1K Buy
+452
New +$34.6K 0.01% 474
2022
Q2 		– Sell
-966
Closed -$62K – 798
2022
Q1 		$62K Hold
966
– – 0.02% 406
2021
Q4 		$71K Hold
966
– – 0.03% 362
2021
Q3 		$67K Hold
966
– – 0.03% 348
2021
Q2 		$67K Hold
966
– – 0.03% 323
2021
Q1 		$61K Hold
966
– – 0.03% 324
2020
Q4 		$62K Hold
966
– – 0.04% 302
2020
Q3 		$52K Hold
966
– – 0.04% 302
2020
Q2 		$47K Hold
966
– – 0.04% 316
2020
Q1 		$36K Buy
+966
New +$41K 0.04% 305

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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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
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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return