Pinnacle Financial Partners (Tennessee)’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2025 Q3	$293K	Hold	3,544	–	–	0.01%	401
2025 Q2	$284K	Buy	3,544 +61	+2%	+$4.54K	0.01%	400
2025 Q1	$249K	Hold	3,483	–	–	0.01%	411
2024 Q4	$263K	Hold	3,483	–	–	0.01%	395
2024 Q3	$254K	Hold	3,483	–	–	0.01%	405
2024 Q2	$236K	Hold	3,483	–	–	0.01%	399
2024 Q1	$246K	Sell	3,483 -244	-7%	-$16.3K	0.01%	402
2023 Q4	$240K	Sell	3,727 -921	-20%	-$54.1K	0.01%	388
2023 Q3	$266K	Hold	4,648	–	–	0.01%	352
2023 Q2	$283K	Hold	4,648	–	–	0.01%	345
2023 Q1	$268K	Buy	+4,648	New	+$266K	0.01%	351

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s IMCG Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q3 2025 at 3,544 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #401.

Pinnacle Financial Partners (Tennessee) first reported a position in IMCG in Q1 2023 and has held it in 11 quarters since. 356 funds tracked by Wall St. Rank hold IMCG as of Q3 2025.

Pinnacle Financial Partners (Tennessee) held 3,544 shares of iShares Morningstar Mid-Cap Growth ETF worth $293K as of Q3 2025.
Pinnacle Financial Partners (Tennessee) left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2025.
iShares Morningstar Mid-Cap Growth ETF made up 0.01% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #401 holding.
Pinnacle Financial Partners (Tennessee) first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2023 and has held it in 11 quarters since.
356 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.