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

NorthRock 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
2025 Q2	–	Sell	-182	Closed	-$13K	–	803
2025 Q1	$13K	Hold	182	–	–	﹤0.01%	763
2024 Q4	$13.7K	Buy	+182	New	+$13.9K	﹤0.01%	717
2024 Q1	–	Sell	-7	Closed	-$451	–	828
2023 Q4	$451	Buy	+7	New	+$411	﹤0.01%	748

Other funds holding IMCG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NorthRock Partners's IMCG Position: Q2 2025 in Review

NorthRock Partners sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2025, closing a stake of 182 shares — an estimated $13K sold.

NorthRock Partners first reported a position in IMCG in Q4 2023 and held it in 3 quarters. The position peaked at $13.7K in Q4 2024. 366 funds tracked by Wall St. Rank hold IMCG as of Q2 2025.

NorthRock Partners reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
NorthRock Partners sold 182 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2025, an estimated $13K.
NorthRock Partners first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2023 and held it in 3 quarters.
NorthRock Partners's iShares Morningstar Mid-Cap Growth ETF position peaked at $13.7K in Q4 2024.
366 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.