Pinnacle Associates’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Pinnacle Associates’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	$550K	Hold	5,597	–	–	0.01%	669
2026 Q1	$441K	Sell	5,597 -444	-7%	-$36.4K	0.01%	686
2025 Q4	$482K	Buy	6,041 +444	+8%	+$36.1K	0.01%	659
2025 Q3	$463K	Hold	5,597	–	–	0.01%	654
2025 Q2	$449K	Sell	5,597 -1,300	-19%	-$96.7K	0.01%	651
2025 Q1	$493K	Buy	6,897 +2,097	+44%	+$160K	0.01%	615
2024 Q4	$363K	Sell	4,800 -4,350	-48%	-$333K	﹤0.01%	670
2024 Q3	$590K	Buy	9,150 +1,950	+27%	+$135K	0.01%	544
2024 Q2	$488K	Hold	7,200	–	–	0.01%	589
2024 Q1	$509K	Sell	7,200 -1,950	-21%	-$130K	0.01%	582
2023 Q4	$590K	Buy	9,150 +2,400	+36%	+$141K	0.01%	553
2023 Q3	$386K	Hold	6,750	–	–	0.01%	607
2023 Q2	$411K	Hold	6,750	–	–	0.01%	606
2023 Q1	$389K	Buy	6,750 +1,950	+41%	+$111K	0.01%	568
2022 Q4	$259K	Hold	4,800	–	–	0.01%	646
2022 Q3	$242K	Hold	4,800	–	–	0.01%	654
2022 Q2	$249K	Hold	4,800	–	–	0.01%	652
2022 Q1	$309K	Hold	4,800	–	–	0.01%	662
2021 Q4	$352K	Hold	4,800	–	–	0.01%	632
2021 Q3	$331K	Hold	4,800	–	–	0.01%	624
2021 Q2	$331K	Hold	4,800	–	–	0.01%	621
2021 Q1	$303K	Sell	4,800 -90	-2%	-$5.83K	0.01%	617
2020 Q4	$312K	Hold	4,890	–	–	0.01%	583
2020 Q3	$261K	Buy	4,890 +90	+2%	+$4.69K	0.01%	591
2020 Q2	$235K	Buy	+4,800	New	+$211K	0.01%	600

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

Pinnacle Associates's IMCG Position: Q2 2026 in Review

Pinnacle Associates held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 5,597 shares worth $550K. The position accounts for 0.01% of the portfolio, ranked #669.

Pinnacle Associates first reported a position in IMCG in Q2 2020 and has held it in 25 quarters since. The position peaked at $590K in Q3 2024. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Pinnacle Associates held 5,597 shares of iShares Morningstar Mid-Cap Growth ETF worth $550K as of Q2 2026.
Pinnacle Associates left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.01% of Pinnacle Associates's portfolio in Q2 2026, its #669 holding.
Pinnacle Associates first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
Pinnacle Associates's iShares Morningstar Mid-Cap Growth ETF position peaked at $590K in Q3 2024.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.