Perissos Private Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Perissos Private Wealth Management’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	$1.68M	Sell	17,081 -168	-1%	-$15.2K	1.13%	29
2026 Q1	$1.36M	Sell	17,249 -899	-5%	-$73.6K	1.18%	27
2025 Q4	$1.45M	Buy	18,148 +6	+0%	+$488	1.25%	28
2025 Q3	$1.5M	Sell	18,142 -346	-2%	-$28.2K	1.09%	31
2025 Q2	$1.48M	Sell	18,488 -74	-0.4%	-$5.5K	1.17%	29
2025 Q1	$1.33M	Sell	18,562 -297	-2%	-$22.6K	1.21%	31
2024 Q4	$1.42M	Buy	18,859 +5	+0%	+$383	1.06%	34
2024 Q3	$1.38M	Sell	18,854 -1,234	-6%	-$85.6K	1.1%	30
2024 Q2	$1.36M	Sell	20,088 -4,166	-17%	-$283K	1.22%	27
2024 Q1	$1.71M	Buy	+24,254	New	+$1.62M	1.55%	22

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

Perissos Private Wealth Management's IMCG Position: Q2 2026 in Review

Perissos Private Wealth Management reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.97% in Q2 2026, selling an estimated $15.2K and leaving 17,081 shares worth $1.68M. The position accounts for 1.13% of the portfolio, ranked #29.

Perissos Private Wealth Management first reported a position in IMCG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.71M in Q1 2024. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Perissos Private Wealth Management held 17,081 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.68M as of Q2 2026.
Perissos Private Wealth Management sold 168 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $15.2K.
iShares Morningstar Mid-Cap Growth ETF made up 1.13% of Perissos Private Wealth Management's portfolio in Q2 2026, its #29 holding.
Perissos Private Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
Perissos Private Wealth Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.71M in Q1 2024.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Perissos Private Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.