NBC Securities’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

NBC Securities’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	$35.2K	Hold	358	–	–	﹤0.01%	1428
2026 Q1	$28.2K	Hold	358	–	–	﹤0.01%	1561
2025 Q4	$28.6K	Sell	358 -368	-51%	-$29.9K	﹤0.01%	1603
2025 Q3	$60.1K	Hold	726	–	–	﹤0.01%	1254
2025 Q2	$58K	Hold	726	–	–	﹤0.01%	1257
2025 Q1	$51K	Buy	+726	New	+$55.3K	﹤0.01%	1160
2024 Q4	–	Sell	-726	Closed	-$52K	–	1649
2024 Q3	$52K	Hold	726	–	–	﹤0.01%	1159
2024 Q2	$49K	Hold	726	–	–	﹤0.01%	1148
2024 Q1	$51K	Sell	726 -80	-10%	-$5.33K	﹤0.01%	1133
2023 Q4	$51K	Hold	806	–	–	0.01%	1121
2023 Q3	$46K	Buy	+806	New	+$48.6K	0.01%	1151

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

NBC Securities's IMCG Position: Q2 2026 in Review

NBC Securities held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 358 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1428.

NBC Securities first reported a position in IMCG in Q3 2023 and has held it in 11 quarters since. The position peaked at $60.1K in Q3 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

NBC Securities held 358 shares of iShares Morningstar Mid-Cap Growth ETF worth $35.2K as of Q2 2026.
NBC Securities 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 NBC Securities's portfolio in Q2 2026, its #1428 holding.
NBC Securities first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2023 and has held it in 11 quarters since.
NBC Securities's iShares Morningstar Mid-Cap Growth ETF position peaked at $60.1K in Q3 2025.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.