Old Point Trust & Financial Services N A’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Old Point Trust & Financial Services N A’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 Q1	$2.91M	Buy	36,941 +4,825	+15%	+$395K	0.93%	34
2025 Q4	$2.56M	Buy	32,116 +12,362	+63%	+$1M	0.8%	37
2025 Q3	$1.63M	Buy	19,754 +14,910	+308%	+$1.22M	0.53%	47
2025 Q2	$389K	Buy	4,844 +4,290	+774%	+$319K	0.14%	102
2025 Q1	$39.6K	Buy	+554	New	+$42.2K	0.01%	202

Other funds holding IMCG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Old Point Trust & Financial Services N A's IMCG Position: Q1 2026 in Review

Old Point Trust & Financial Services N A increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 15% in Q1 2026, buying an estimated $395K and bringing the position to 36,941 shares worth $2.91M. The position accounts for 0.93% of the portfolio, ranked #34.

Old Point Trust & Financial Services N A first reported a position in IMCG in Q1 2025 and has held it in 5 quarters since. 401 funds tracked by Wall St. Rank hold IMCG as of Q1 2026.

Old Point Trust & Financial Services N A held 36,941 shares of iShares Morningstar Mid-Cap Growth ETF worth $2.91M as of Q1 2026.
Old Point Trust & Financial Services N A bought 4,825 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $395K.
iShares Morningstar Mid-Cap Growth ETF made up 0.93% of Old Point Trust & Financial Services N A's portfolio in Q1 2026, its #34 holding.
Old Point Trust & Financial Services N A first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
401 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q1 2026, filed 22 Apr 2026.