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 Q2	$392K	Buy	4,064 +795	+24%	+$71.7K	0.09%	207
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 $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

Roman Butler Fullerton & Co's IMCG Position: Q2 2026 in Review

Roman Butler Fullerton & Co increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 24% in Q2 2026, buying an estimated $71.7K and bringing the position to 4,064 shares worth $392K. The position accounts for 0.09% of the portfolio, ranked #207.

Roman Butler Fullerton & Co first reported a position in IMCG in Q4 2023 and has held it in 10 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Roman Butler Fullerton & Co held 4,064 shares of iShares Morningstar Mid-Cap Growth ETF worth $392K as of Q2 2026.
Roman Butler Fullerton & Co bought 795 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $71.7K.
iShares Morningstar Mid-Cap Growth ETF made up 0.09% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #207 holding.
Roman Butler Fullerton & Co first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.