Nilsine Partners’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Nilsine Partners’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	$1.94M	Buy	19,690 +245	+1%	+$22.1K	0.13%	157
2026 Q1	$1.7M	Sell	19,445 -2,771	-12%	-$227K	0.13%	150
2025 Q4	$1.77M	Buy	22,216 +4,901	+28%	+$398K	0.15%	135
2025 Q3	$1.43M	Buy	17,315 +423	+3%	+$34.5K	0.13%	166
2025 Q2	$1.36M	Buy	16,892 +862	+5%	+$64.1K	0.14%	166
2025 Q1	$1.15M	Buy	16,030 +102	+0.6%	+$7.77K	0.13%	174
2024 Q4	$1.2M	Buy	15,928 +761	+5%	+$58.2K	0.13%	168
2024 Q3	$1.11M	Buy	+15,167	New	+$1.05M	0.14%	166

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

Nilsine Partners's IMCG Position: Q2 2026 in Review

Nilsine Partners increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 1.3% in Q2 2026, buying an estimated $22.1K and bringing the position to 19,690 shares worth $1.94M. The position accounts for 0.13% of the portfolio, ranked #157.

Nilsine Partners first reported a position in IMCG in Q3 2024 and has held it in 8 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Nilsine Partners held 19,690 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.94M as of Q2 2026.
Nilsine Partners bought 245 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $22.1K.
iShares Morningstar Mid-Cap Growth ETF made up 0.13% of Nilsine Partners's portfolio in Q2 2026, its #157 holding.
Nilsine Partners first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Nilsine Partners's 13F filing for Q2 2026, filed 24 Jul 2026.