Moneta Group Investment Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Moneta Group Investment Advisors’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	$358K	Buy	+3,639	New	+$328K	﹤0.01%	641

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

Moneta Group Investment Advisors's IMCG Position: Q2 2026 in Review

Moneta Group Investment Advisors opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026: 3,639 shares worth $358K. The stake represents ﹤0.01% of the portfolio and ranks #641 among its holdings.

423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Moneta Group Investment Advisors held 3,639 shares of iShares Morningstar Mid-Cap Growth ETF worth $358K as of Q2 2026.
iShares Morningstar Mid-Cap Growth ETF was a new Moneta Group Investment Advisors position in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #641 holding.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.