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Roman Butler Fullerton & Co’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Roman Butler Fullerton & Co’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
Q1 		$272K Sell
3,269
-61
-2% -$5K 0.07% 238
2025
Q4 		$278K Buy
+3,330
New +$271K 0.07% 230
2025
Q3 		– Sell
-2,954
Closed -$244K – 262
2025
Q2 		$244K Sell
2,954
-788
-21% -$58.6K 0.07% 220
2025
Q1 		$258K Buy
3,742
+705
+23% +$53.7K 0.1% 184
2024
Q4 		$239K Sell
3,037
-229
-7% -$17.5K 0.08% 207
2024
Q3 		$243K Sell
3,266
-345
-10% -$23.9K 0.07% 221
2024
Q2 		$245K Buy
3,611
+149
+4% +$10.1K 0.08% 202
2024
Q1 		$228K Buy
3,462
+3,114
+895% +$207K 0.09% 197
2023
Q4 		$223K Buy
+348
New +$20.4K 0.09% 194

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return