MML Investors Services
IMCG icon

MML Investors Services’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

MML Investors Services’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 		$6.41M Buy
65,227
+11,822
+22% +$1.07M 0.01% 847
2026
Q1 		$4.21M Sell
53,405
-41,710
-44% -$3.42M 0.01% 905
2025
Q4 		$7.59M Buy
95,115
+9,095
+11% +$739K 0.02% 683
2025
Q3 		$7.12M Sell
86,020
-1,581
-2% -$129K 0.02% 673
2025
Q2 		$7.03M Buy
87,601
+25,252
+41% +$1.88M 0.02% 666
2025
Q1 		$4.45M Sell
62,349
-14,765
-19% -$1.13M 0.01% 782
2024
Q4 		$5.82M Buy
77,114
+5,892
+8% +$451K 0.02% 639
2024
Q3 		$5.2M Buy
71,222
+3,246
+5% +$225K 0.02% 665
2024
Q2 		$4.61M Buy
67,976
+2,204
+3% +$150K 0.02% 671
2024
Q1 		$4.65M Buy
65,772
+1,052
+2% +$70.1K 0.02% 666
2023
Q4 		$4.17M Buy
64,720
+91
+0.1% +$5.35K 0.02% 680
2023
Q3 		$3.69M Buy
64,629
+8,095
+14% +$488K 0.02% 660
2023
Q2 		$3.44M Buy
56,534
+1,145
+2% +$65.7K 0.02% 678
2023
Q1 		$3.19M Buy
55,389
+312
+0.6% +$17.8K 0.02% 605
2022
Q4 		$2.97M Sell
55,077
-12,498
-18% -$673K 0.02% 668
2022
Q3 		$3.4M Sell
67,575
-14,394
-18% -$803K 0.03% 555
2022
Q2 		$4.26M Buy
81,969
+797
+1% +$45.4K 0.03% 477
2022
Q1 		$5.22M Buy
81,172
+14,850
+22% +$956K 0.04% 433
2021
Q4 		$4.86M Buy
66,322
+5,593
+9% +$407K 0.04% 452
2021
Q3 		$4.18M Buy
60,729
+3,161
+5% +$223K 0.03% 465
2021
Q2 		$3.97M Buy
57,568
+3,892
+7% +$257K 0.03% 463
2021
Q1 		$3.38M Buy
53,676
+4,686
+10% +$303K 0.03% 470
2020
Q4 		$3.12M Sell
48,990
-984
-2% -$58.1K 0.03% 438
2020
Q3 		$2.67M Sell
49,974
-101,352
-67% -$5.28M 0.03% 430
2020
Q2 		$7.39M Buy
151,326
+139,884
+1,223% +$6.16M 0.1% 211
2020
Q1 		$416K Sell
11,442
-384
-3% -$16.3K 0.01% 955
2019
Q4 		$518K Sell
11,826
-68,388
-85% -$2.87M 0.01% 993
2019
Q3 		$3.25M Buy
80,214
+23,298
+41% +$972K 0.05% 319
2019
Q2 		$2.39M Buy
56,916
+35,274
+163% +$1.42M 0.03% 430
2019
Q1 		$849K Buy
21,642
+11,706
+118% +$430K 0.01% 765
2018
Q4 		$322K Buy
9,936
+654
+7% +$22.8K 0.01% 1135
2018
Q3 		$365K Buy
9,282
+2,280
+33% +$87.3K 0.01% 1179
2018
Q2 		$256K Buy
7,002
+684
+11% +$24.5K 0.01% 1157
2018
Q1 		$221K Buy
+6,318
New +$221K ﹤0.01% 1227

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

MML Investors Services's IMCG Position: Q2 2026 in Review

MML Investors Services increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 22% in Q2 2026, buying an estimated $1.07M and bringing the position to 65,227 shares worth $6.41M. The position accounts for 0.01% of the portfolio, ranked #847.

MML Investors Services first reported a position in IMCG in Q1 2018 and has held it in 34 quarters since. The position peaked at $7.59M in Q4 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • MML Investors Services held 65,227 shares of iShares Morningstar Mid-Cap Growth ETF worth $6.41M as of Q2 2026.
  • MML Investors Services bought 11,822 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.07M.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #847 holding.
  • MML Investors Services first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2018 and has held it in 34 quarters since.
  • MML Investors Services's iShares Morningstar Mid-Cap Growth ETF position peaked at $7.59M in Q4 2025.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.