Northwestern Mutual Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $65.2M | Sell |
827,372
-14,071
| -2% | -$1.15M | 0.04% | 230 |
|
|
2025
Q4 | $67.2M | Buy |
841,443
+36,460
| +5% | +$2.96M | 0.04% | 219 |
|
|
2025
Q3 | $66.6M | Buy |
804,983
+23,205
| +3% | +$1.89M | 0.04% | 209 |
|
|
2025
Q2 | $62.7M | Buy |
781,778
+55,009
| +8% | +$4.09M | 0.05% | 199 |
|
|
2025
Q1 | $51.9M | Buy |
726,769
+88,738
| +14% | +$6.76M | 0.04% | 202 |
|
|
2024
Q4 | $48.2M | Buy |
638,031
+34,559
| +6% | +$2.64M | 0.04% | 207 |
|
|
2024
Q3 | $44M | Sell |
603,472
-118,345
| -16% | -$8.21M | 0.04% | 221 |
|
|
2024
Q2 | $48.9M | Buy |
721,817
+23,442
| +3% | +$1.59M | 0.05% | 190 |
|
|
2024
Q1 | $49.4M | Buy |
698,375
+9,076
| +1% | +$604K | 0.05% | 181 |
|
|
2023
Q4 | $44.4M | Buy |
689,299
+32,054
| +5% | +$1.88M | 0.05% | 193 |
|
|
2023
Q3 | $37.5M | Buy |
657,245
+39,105
| +6% | +$2.36M | 0.05% | 187 |
|
|
2023
Q2 | $37.7M | Buy |
618,140
+31,017
| +5% | +$1.78M | 0.05% | 190 |
|
|
2023
Q1 | $33.8M | Buy |
587,123
+26,745
| +5% | +$1.53M | 0.05% | 196 |
|
|
2022
Q4 | $30.2M | Buy |
560,378
+18,016
| +3% | +$970K | 0.05% | 201 |
|
|
2022
Q3 | $27.3M | Buy |
542,362
+507,016
| +1,434% | +$28.3M | 0.05% | 187 |
|
|
2022
Q2 | $1.83M | Sell |
35,346
-104,646
| -75% | -$5.96M | ﹤0.01% | 644 |
|
|
2022
Q1 | $9M | Buy |
139,992
+94,626
| +209% | +$6.09M | 0.01% | 318 |
|
|
2021
Q4 | $3.32M | Buy |
45,366
+15,410
| +51% | +$1.12M | 0.01% | 495 |
|
|
2021
Q3 | $2.06M | Buy |
29,956
+4,881
| +19% | +$345K | ﹤0.01% | 571 |
|
|
2021
Q2 | $1.73M | Sell |
25,075
-3,077
| -11% | -$203K | ﹤0.01% | 602 |
|
|
2021
Q1 | $1.77M | Buy |
28,152
+1,134
| +4% | +$73.4K | ﹤0.01% | 544 |
|
|
2020
Q4 | $1.72M | Buy |
27,018
+2,772
| +11% | +$164K | ﹤0.01% | 511 |
|
|
2020
Q3 | $1.29M | Buy |
24,246
+11,364
| +88% | +$592K | ﹤0.01% | 528 |
|
|
2020
Q2 | $630K | Buy |
12,882
+2,112
| +20% | +$93K | ﹤0.01% | 640 |
|
|
2020
Q1 | $392K | Buy |
10,770
+6,732
| +167% | +$285K | ﹤0.01% | 712 |
|
|
2019
Q4 | $177K | Buy |
4,038
+1,164
| +41% | +$48.8K | ﹤0.01% | 1002 |
|
|
2019
Q3 | $117K | Buy |
2,874
+1,998
| +228% | +$83.4K | ﹤0.01% | 1093 |
|
|
2019
Q2 | $37K | Hold |
876
| – | – | ﹤0.01% | 1505 |
|
|
2019
Q1 | $34K | Hold |
876
| – | – | ﹤0.01% | 1524 |
|
|
2018
Q4 | $28K | Hold |
876
| – | – | ﹤0.01% | 1472 |
|
|
2018
Q3 | $34K | Buy |
+876
| New | +$33.5K | ﹤0.01% | 1460 |
|
|
2017
Q2 | – | Sell |
-102
| Closed | -$3K | – | 2093 |
|
|
2017
Q1 | $3K | Hold |
102
| – | – | ﹤0.01% | 1796 |
|
|
2016
Q4 | $3K | Buy |
+102
| New | +$2.73K | ﹤0.01% | 1966 |
|
|
2016
Q1 | – | Sell |
-540
| Closed | -$14K | – | 2201 |
|
|
2015
Q4 | $14K | Buy |
+540
| New | +$14K | ﹤0.01% | 1099 |
|
Other funds holding IMCG
VIA
Northwestern Mutual Wealth Management's IMCG Position: Q1 2026 in Review
Northwestern Mutual Wealth Management reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 1.7% in Q1 2026, selling an estimated $1.15M and leaving 827,372 shares worth $65.2M. The position accounts for 0.04% of the portfolio, ranked #230.
Northwestern Mutual Wealth Management first reported a position in IMCG in Q4 2015 and has held it in 34 quarters since. The position peaked at $67.2M in Q4 2025. 401 funds tracked by Wall St. Rank hold IMCG as of Q1 2026.
- Northwestern Mutual Wealth Management held 827,372 shares of iShares Morningstar Mid-Cap Growth ETF worth $65.2M as of Q1 2026.
- Northwestern Mutual Wealth Management sold 14,071 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $1.15M.
- iShares Morningstar Mid-Cap Growth ETF made up 0.04% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #230 holding.
- Northwestern Mutual Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2015 and has held it in 34 quarters since.
- Northwestern Mutual Wealth Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $67.2M in Q4 2025.
- 401 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.