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

Nations 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	$14.3M	Buy	145,713 +6,988	+5%	+$631K	0.68%	24
2026 Q1	$10.9M	Buy	138,725 +8,898	+7%	+$729K	0.56%	33
2025 Q4	$10.4M	Buy	129,827 +8,822	+7%	+$717K	0.55%	33
2025 Q3	$10M	Buy	121,005 +8,108	+7%	+$661K	0.62%	29
2025 Q2	$9.06M	Buy	112,897 +3,960	+4%	+$294K	0.62%	29
2025 Q1	$7.78M	Buy	108,937 +8,162	+8%	+$622K	0.59%	34
2024 Q4	$7.61M	Buy	100,775 +13,359	+15%	+$1.02M	0.56%	34
2024 Q3	$6.38M	Buy	87,416 +16,470	+23%	+$1.14M	0.46%	43
2024 Q2	$4.81M	Buy	70,946 +14,822	+26%	+$1.01M	0.39%	54
2024 Q1	$3.97M	Buy	56,124 +11,571	+26%	+$771K	0.33%	68
2023 Q4	$2.87M	Buy	44,553 +11,346	+34%	+$667K	0.27%	86
2023 Q3	$1.9M	Buy	33,207 +8,963	+37%	+$541K	0.19%	128
2023 Q2	$1.48M	Buy	24,244 +10,170	+72%	+$583K	0.15%	165
2023 Q1	$810K	Buy	14,074 +7,829	+125%	+$448K	0.09%	262
2022 Q4	$337K	Buy	+6,245	New	+$336K	0.04%	446

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

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

Nations Financial Group increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 5% in Q2 2026, buying an estimated $631K and bringing the position to 145,713 shares worth $14.3M. The position accounts for 0.68% of the portfolio, ranked #24.

Nations Financial Group first reported a position in IMCG in Q4 2022 and has held it in 15 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Nations Financial Group held 145,713 shares of iShares Morningstar Mid-Cap Growth ETF worth $14.3M as of Q2 2026.
Nations Financial Group bought 6,988 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $631K.
iShares Morningstar Mid-Cap Growth ETF made up 0.68% of Nations Financial Group's portfolio in Q2 2026, its #24 holding.
Nations Financial Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.