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

ORG 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
Q4 		$12.1K Hold
151
– – ﹤0.01% 940
2025
Q3 		$12.5K Hold
151
– – ﹤0.01% 918
2025
Q2 		$12.1K Sell
151
-100
-40% -$7.43K ﹤0.01% 863
2025
Q1 		$18K Buy
+251
New +$19.1K ﹤0.01% 711

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ORG Partners's IMCG Position: Q4 2025 in Review

ORG Partners held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q4 2025 at 151 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

ORG Partners first reported a position in IMCG in Q1 2025 and has held it in 4 quarters since. The position peaked at $18K in Q1 2025. 396 funds tracked by Wall St. Rank hold IMCG as of Q4 2025.

  • ORG Partners held 151 shares of iShares Morningstar Mid-Cap Growth ETF worth $12.1K as of Q4 2025.
  • ORG Partners left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q4 2025.
  • iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #940 holding.
  • ORG Partners first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2025 and has held it in 4 quarters since.
  • ORG Partners's iShares Morningstar Mid-Cap Growth ETF position peaked at $18K in Q1 2025.
  • 396 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.