Principal Securities’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Principal Securities’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	$2.84M	Sell	28,915 -221	-0.8%	-$19.9K	0.03%	422
2026 Q1	$2.3M	Sell	29,136 -1,706	-6%	-$140K	0.03%	442
2025 Q4	$2.46M	Buy	30,842 +435	+1%	+$35.4K	0.04%	412
2025 Q3	$2.52M	Sell	30,407 -397	-1%	-$32.4K	0.04%	384
2025 Q2	$2.47M	Buy	30,804 +1,181	+4%	+$87.8K	0.05%	347
2025 Q1	$2.24M	Buy	29,623 +1,172	+4%	+$89.3K	0.05%	324
2024 Q4	$2.15M	Buy	28,451 +1,604	+6%	+$123K	0.05%	335
2024 Q3	$1.96M	Buy	26,847 +2,907	+12%	+$202K	0.05%	355
2024 Q2	$1.62M	Buy	23,940 +2,524	+12%	+$172K	0.04%	349
2024 Q1	$1.51M	Buy	21,416 +2,899	+16%	+$193K	0.05%	344
2023 Q4	$1.19M	Buy	+18,517	New	+$1.09M	0.04%	363

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

Principal Securities's IMCG Position: Q2 2026 in Review

Principal Securities reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.76% in Q2 2026, selling an estimated $19.9K and leaving 28,915 shares worth $2.84M. The position accounts for 0.03% of the portfolio, ranked #422.

Principal Securities first reported a position in IMCG in Q4 2023 and has held it in 11 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Principal Securities held 28,915 shares of iShares Morningstar Mid-Cap Growth ETF worth $2.84M as of Q2 2026.
Principal Securities sold 221 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $19.9K.
iShares Morningstar Mid-Cap Growth ETF made up 0.03% of Principal Securities's portfolio in Q2 2026, its #422 holding.
Principal Securities first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.