Means Investment Company’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Means Investment Company’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	$404K	Buy	4,109 +1	+0%	+$90	0.03%	143
2026 Q1	$324K	Buy	4,108 +102	+3%	+$8.36K	0.03%	159
2025 Q4	$320K	Sell	4,006 -346	-8%	-$28.1K	0.03%	153
2025 Q3	$360K	Sell	4,352 -249	-5%	-$20.3K	0.03%	149
2025 Q2	$369K	Buy	4,601 +3	+0.1%	+$223	0.04%	146
2025 Q1	$328K	Sell	4,598 -936	-17%	-$71.3K	0.03%	145
2024 Q4	$418K	Buy	5,534 +935	+20%	+$71.5K	0.04%	143
2024 Q3	$336K	Buy	4,599 +304	+7%	+$21.1K	0.04%	156
2024 Q2	$291K	Sell	4,295 -98	-2%	-$6.66K	0.03%	158
2024 Q1	$310K	Buy	4,393 +258	+6%	+$17.2K	0.04%	158
2023 Q4	$266K	Buy	+4,135	New	+$243K	0.04%	168

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

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 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

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

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

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

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

Means Investment Company's IMCG Position: Q2 2026 in Review

Means Investment Company increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.02% in Q2 2026, buying an estimated $90 and bringing the position to 4,109 shares worth $404K. The position accounts for 0.03% of the portfolio, ranked #143.

Means Investment Company first reported a position in IMCG in Q4 2023 and has held it in 11 quarters since. The position peaked at $418K in Q4 2024. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Means Investment Company held 4,109 shares of iShares Morningstar Mid-Cap Growth ETF worth $404K as of Q2 2026.
Means Investment Company bought 1 iShares Morningstar Mid-Cap Growth ETF share in Q2 2026, an estimated $90.
iShares Morningstar Mid-Cap Growth ETF made up 0.03% of Means Investment Company's portfolio in Q2 2026, its #143 holding.
Means Investment Company first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Means Investment Company's iShares Morningstar Mid-Cap Growth ETF position peaked at $418K in Q4 2024.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.