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 Q2	$3.65M	Buy	37,100 +159	+0.4%	+$14.3K	1.11%	29
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 $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

Old Point Trust & Financial Services N A's IMCG Position: Q2 2026 in Review

Old Point Trust & Financial Services N A increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.43% in Q2 2026, buying an estimated $14.3K and bringing the position to 37,100 shares worth $3.65M. The position accounts for 1.11% of the portfolio, ranked #29.

Old Point Trust & Financial Services N A first reported a position in IMCG in Q1 2025 and has held it in 6 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Old Point Trust & Financial Services N A held 37,100 shares of iShares Morningstar Mid-Cap Growth ETF worth $3.65M as of Q2 2026.
Old Point Trust & Financial Services N A bought 159 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $14.3K.
iShares Morningstar Mid-Cap Growth ETF made up 1.11% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #29 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 6 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.