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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
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 $11.8B AUM 9.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return