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Monetary Solutions’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Monetary Solutions’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 		$393K Sell
3,996
-33
-0.8% -$2.98K 0.34% 42
2026
Q1 		$317K Buy
4,029
+1
+0% +$82 0.31% 42
2025
Q4 		$322K Buy
+4,028
New +$327K 0.32% 40

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

Monetary Solutions's IMCG Position: Q2 2026 in Review

Monetary Solutions reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.82% in Q2 2026, selling an estimated $2.98K and leaving 3,996 shares worth $393K. The position accounts for 0.34% of the portfolio, ranked #42.

Monetary Solutions first reported a position in IMCG in Q4 2025 and has held it in 3 quarters since. 351 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Monetary Solutions held 3,996 shares of iShares Morningstar Mid-Cap Growth ETF worth $393K as of Q2 2026.
  • Monetary Solutions sold 33 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.98K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.34% of Monetary Solutions's portfolio in Q2 2026, its #42 holding.
  • Monetary Solutions first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.