Raymond James Financial’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Raymond James Financial’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	$112M	Buy	1,137,839 +114,770	+11%	+$10.4M	0.03%	513
2026 Q1	$80.6M	Buy	1,023,069 +55,074	+6%	+$4.51M	0.02%	600
2025 Q4	$77.3M	Sell	967,995 -35,182	-4%	-$2.86M	0.02%	614
2025 Q3	$83M	Buy	1,003,177 +30,585	+3%	+$2.49M	0.03%	568
2025 Q2	$78M	Buy	972,592 +29,655	+3%	+$2.2M	0.03%	564
2025 Q1	$67.4M	Buy	942,937 +39,160	+4%	+$2.98M	0.03%	578
2024 Q4	$68.3M	Buy	+903,777	New	+$69.2M	0.03%	571

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

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

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

Raymond James Financial's IMCG Position: Q2 2026 in Review

Raymond James Financial increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 11% in Q2 2026, buying an estimated $10.4M and bringing the position to 1,137,839 shares worth $112M. The position accounts for 0.03% of the portfolio, ranked #513.

Raymond James Financial first reported a position in IMCG in Q4 2024 and has held it in 7 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Raymond James Financial held 1,137,839 shares of iShares Morningstar Mid-Cap Growth ETF worth $112M as of Q2 2026.
Raymond James Financial bought 114,770 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $10.4M.
iShares Morningstar Mid-Cap Growth ETF made up 0.03% of Raymond James Financial's portfolio in Q2 2026, its #513 holding.
Raymond James Financial first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.