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IMCG icon

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

&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
2026
Q1 		$4.27M Sell
54,157
-2,315
-4% -$190K 0.02% 579
2025
Q4 		$4.51M Sell
56,472
-151
-0.3% -$12.3K 0.02% 530
2025
Q3 		$4.68M Buy
56,623
+657
+1% +$53.6K 0.03% 446
2025
Q2 		$4.49M Buy
55,966
+2,938
+6% +$218K 0.03% 398
2025
Q1 		$3.78M Buy
53,028
+6,188
+13% +$472K 0.04% 355
2024
Q4 		$3.59M Buy
46,840
+697
+2% +$53.3K 0.04% 345
2024
Q3 		$3.37M Buy
46,143
+11,156
+32% +$774K 0.07% 265
2024
Q2 		$2.37M Buy
34,987
+28,343
+427% +$1.93M 0.1% 191
2024
Q1 		$470K Buy
+6,644
New +$443K 0.06% 279

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return