&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 Q2	$5.09M	Sell	51,762 -2,395	-4%	-$216K	0.02%	594
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 $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

&Partners's IMCG Position: Q2 2026 in Review

&Partners reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 4.4% in Q2 2026, selling an estimated $216K and leaving 51,762 shares worth $5.09M. The position accounts for 0.02% of the portfolio, ranked #594.

&Partners first reported a position in IMCG in Q1 2024 and has held it in 10 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

&Partners held 51,762 shares of iShares Morningstar Mid-Cap Growth ETF worth $5.09M as of Q2 2026.
&Partners sold 2,395 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $216K.
iShares Morningstar Mid-Cap Growth ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #594 holding.
&Partners first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.