Northwestern Mutual Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Northwestern Mutual Wealth Management’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	$97.6M	Buy	993,164 +165,792	+20%	+$15M	0.05%	183
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	Hold	102	–	–	﹤0.01%	1966
2016 Q3	$3K	Buy	+102	New	+$2.75K	﹤0.01%	1869
2016 Q1	–	Sell	-540	Closed	-$14K	–	2201
2015 Q4	$14K	Buy	+540	New	+$14K	﹤0.01%	1099

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management's IMCG Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 20% in Q2 2026, buying an estimated $15M and bringing the position to 993,164 shares worth $97.6M. The position accounts for 0.05% of the portfolio, ranked #183.

Northwestern Mutual Wealth Management first reported a position in IMCG in Q4 2015 and has held it in 36 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Northwestern Mutual Wealth Management held 993,164 shares of iShares Morningstar Mid-Cap Growth ETF worth $97.6M as of Q2 2026.
Northwestern Mutual Wealth Management bought 165,792 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $15M.
iShares Morningstar Mid-Cap Growth ETF made up 0.05% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #183 holding.
Northwestern Mutual Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2015 and has held it in 36 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.