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

Merit 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
Q2 		$5.34M Sell
54,347
-221
-0.4% -$19.9K 0.03% 414
2026
Q1 		$4.3M Buy
54,568
+5,830
+12% +$478K 0.03% 431
2025
Q4 		$3.89M Sell
48,738
-797
-2% -$64.8K 0.03% 424
2025
Q3 		$4.1M Buy
49,535
+1,286
+3% +$105K 0.04% 353
2025
Q2 		$3.87M Sell
48,249
-1,361
-3% -$101K 0.04% 338
2025
Q1 		$3.54M Buy
49,610
+6,417
+15% +$489K 0.05% 279
2024
Q4 		$3.26M Buy
43,193
+18
+0% +$1.38K 0.06% 258
2024
Q3 		$3.15M Buy
43,175
+18,939
+78% +$1.31M 0.07% 219
2024
Q2 		$1.64M Sell
24,236
-319
-1% -$21.7K 0.04% 305
2024
Q1 		$1.66M Sell
24,555
-1,670
-6% -$111K 0.04% 294
2023
Q4 		$1.69M Buy
26,225
+14,597
+126% +$858K 0.05% 225
2023
Q3 		$664K Buy
11,628
+128
+1% +$7.72K 0.02% 393
2023
Q2 		$701K Sell
11,500
-1,424
-11% -$81.7K 0.02% 392
2023
Q1 		$744K Sell
12,924
-8,170
-39% -$467K 0.03% 329
2022
Q4 		$1.14M Buy
21,094
+3,216
+18% +$173K 0.04% 277
2022
Q3 		$901K Buy
+17,878
New +$997K 0.04% 265

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Merit Financial Group's IMCG Position: Q2 2026 in Review

Merit Financial Group reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.4% in Q2 2026, selling an estimated $19.9K and leaving 54,347 shares worth $5.34M. The position accounts for 0.03% of the portfolio, ranked #414.

Merit Financial Group first reported a position in IMCG in Q3 2022 and has held it in 16 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Merit Financial Group held 54,347 shares of iShares Morningstar Mid-Cap Growth ETF worth $5.34M as of Q2 2026.
  • Merit Financial Group sold 221 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $19.9K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #414 holding.
  • Merit Financial Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.