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North Capital’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

North Capital’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
2025
Q4 		– Sell
-57
Closed -$4.75K – 387
2025
Q3 		$4.75K Buy
57
+1
+2% +$82 ﹤0.01% 451
2025
Q2 		$4.52K Hold
56
– – ﹤0.01% 449
2025
Q1 		$4.02K Buy
+56
New +$4.27K ﹤0.01% 451

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

North Capital's IMCG Position: Q4 2025 in Review

North Capital sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q4 2025, closing a stake of 57 shares — an estimated $4.75K sold.

North Capital first reported a position in IMCG in Q1 2025 and held it in 3 quarters. The position peaked at $4.75K in Q3 2025. 396 funds tracked by Wall St. Rank hold IMCG as of Q4 2025.

  • North Capital reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • North Capital sold 57 iShares Morningstar Mid-Cap Growth ETF shares in Q4 2025, an estimated $4.75K.
  • North Capital first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2025 and held it in 3 quarters.
  • North Capital's iShares Morningstar Mid-Cap Growth ETF position peaked at $4.75K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.