Northern Capital Management (Washington)’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Northern Capital Management (Washington)’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	$381K	Hold	3,880	–	–	0.16%	35
2026 Q1	$306K	Hold	3,880	–	–	0.15%	36
2025 Q4	$310K	Hold	3,880	–	–	0.16%	38
2025 Q3	$321K	Hold	3,880	–	–	0.17%	33
2025 Q2	$311K	Hold	3,880	–	–	0.18%	33
2025 Q1	$277K	Hold	3,880	–	–	0.18%	34
2024 Q4	$293K	Hold	3,880	–	–	0.18%	30
2024 Q3	$283K	Hold	3,880	–	–	0.18%	33
2024 Q2	$263K	Hold	3,880	–	–	0.18%	29
2024 Q1	$274K	Buy	+3,880	New	+$258K	0.19%	30
2023 Q4	–	Sell	-8,291	Closed	-$474K	–	36
2023 Q3	$474K	Sell	8,291 -53,942	-87%	-$3.25M	0.44%	21
2023 Q2	$3.79M	Buy	62,233 +1,063	+2%	+$61K	2.88%	9
2023 Q1	$3.52M	Buy	61,170 +6,340	+12%	+$362K	3.02%	9
2022 Q4	$2.95M	Sell	54,830 -8,156	-13%	-$439K	2.84%	10
2022 Q3	$3.17M	Buy	+62,986	New	+$3.51M	3.25%	10

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

Northern Capital Management (Washington)'s IMCG Position: Q2 2026 in Review

Northern Capital Management (Washington) held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 3,880 shares worth $381K. The position accounts for 0.16% of the portfolio, ranked #35.

Northern Capital Management (Washington) first reported a position in IMCG in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.79M in Q2 2023. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Northern Capital Management (Washington) held 3,880 shares of iShares Morningstar Mid-Cap Growth ETF worth $381K as of Q2 2026.
Northern Capital Management (Washington) left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.16% of Northern Capital Management (Washington)'s portfolio in Q2 2026, its #35 holding.
Northern Capital Management (Washington) first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2022 and has held it in 15 quarters since.
Northern Capital Management (Washington)'s iShares Morningstar Mid-Cap Growth ETF position peaked at $3.79M in Q2 2023.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Northern Capital Management (Washington)'s 13F filing for Q2 2026, filed 21 Jul 2026.