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

Pinnacle Bancorp’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	$8.65K	Sell	88 -1,663	-95%	-$150K	﹤0.01%	762
2026 Q1	$138K	Sell	1,751 -464	-21%	-$38K	0.04%	285
2025 Q4	$177K	Hold	2,215	–	–	0.05%	253
2025 Q3	$183K	Hold	2,215	–	–	0.05%	244
2025 Q2	$178K	Sell	2,215 -40	-2%	-$2.97K	0.05%	240
2025 Q1	$161K	Hold	2,255	–	–	0.05%	245
2024 Q4	$170K	Buy	+2,255	New	+$173K	0.06%	238

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 Bancorp's IMCG Position: Q2 2026 in Review

Pinnacle Bancorp reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 95% in Q2 2026, selling an estimated $150K and leaving 88 shares worth $8.65K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Pinnacle Bancorp first reported a position in IMCG in Q4 2024 and has held it in 7 quarters since. The position peaked at $183K in Q3 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Pinnacle Bancorp held 88 shares of iShares Morningstar Mid-Cap Growth ETF worth $8.65K as of Q2 2026.
Pinnacle Bancorp sold 1,663 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $150K.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Pinnacle Bancorp's portfolio in Q2 2026, its #762 holding.
Pinnacle Bancorp first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Pinnacle Bancorp's iShares Morningstar Mid-Cap Growth ETF position peaked at $183K in Q3 2025.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.