Morton Brown Family Wealth’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Morton Brown Family Wealth’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	$492	Hold	5	–	–	﹤0.01%	378
2026 Q1	$394	Hold	5	–	–	﹤0.01%	278
2025 Q4	$399	Hold	5	–	–	﹤0.01%	283
2025 Q3	$414	Hold	5	–	–	﹤0.01%	255
2025 Q2	$401	Hold	5	–	–	﹤0.01%	297
2025 Q1	$357	Hold	5	–	–	﹤0.01%	302
2024 Q4	$378	Hold	5	–	–	﹤0.01%	264
2024 Q3	$365	Hold	5	–	–	﹤0.01%	254
2024 Q2	$344	Hold	5	–	–	﹤0.01%	211
2024 Q1	$353	Hold	5	–	–	﹤0.01%	207
2023 Q4	$322	Buy	+5	New	+$294	﹤0.01%	275

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

Morton Brown Family Wealth's IMCG Position: Q2 2026 in Review

Morton Brown Family Wealth held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 5 shares worth $492. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Morton Brown Family Wealth first reported a position in IMCG in Q4 2023 and has held it in 11 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Morton Brown Family Wealth held 5 shares of iShares Morningstar Mid-Cap Growth ETF worth $492 as of Q2 2026.
Morton Brown Family Wealth left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #378 holding.
Morton Brown Family Wealth first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.