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 $13.4B AUM 22.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

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

Matthew Hamilton Rosenberg's IMCG Position: Q3 2025 in Review

Matthew Hamilton Rosenberg sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2025, closing a stake of 350 shares — an estimated $28.1K sold.

Matthew Hamilton Rosenberg first reported a position in IMCG in Q1 2020 and held it in 12 quarters. The position peaked at $71K in Q4 2021. 356 funds tracked by Wall St. Rank hold IMCG as of Q3 2025.

Matthew Hamilton Rosenberg reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 350 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2025, an estimated $28.1K.
Matthew Hamilton Rosenberg first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2020 and held it in 12 quarters.
Matthew Hamilton Rosenberg's iShares Morningstar Mid-Cap Growth ETF position peaked at $71K in Q4 2021.
356 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2025.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2025, filed 10 Nov 2025.