Running Point Capital Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Running Point Capital Advisors’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	–	Sell	-46	Closed	-$3.69K	–	197
2025 Q2	$3.69K	Hold	46	–	–	﹤0.01%	173
2025 Q1	$3.29K	Hold	46	–	–	﹤0.01%	168
2024 Q4	$3.47K	Hold	46	–	–	﹤0.01%	152
2024 Q3	$3.36K	Hold	46	–	–	﹤0.01%	140
2024 Q2	$3.12K	Hold	46	–	–	﹤0.01%	133
2024 Q1	$3.25K	Hold	46	–	–	﹤0.01%	132
2023 Q4	$2.96K	Hold	46	–	–	﹤0.01%	147
2023 Q3	$2.63K	Hold	46	–	–	﹤0.01%	139
2023 Q2	$2.8K	Hold	46	–	–	﹤0.01%	141
2023 Q1	$2.65K	Hold	46	–	–	﹤0.01%	140
2022 Q4	$2.48K	Hold	46	–	–	﹤0.01%	202
2022 Q3	$2K	Sell	46 -840	-95%	-$46.8K	﹤0.01%	216
2022 Q2	$46K	Hold	886	–	–	0.03%	159
2022 Q1	$57K	Buy	886 +115	+15%	+$7.41K	0.03%	156
2021 Q4	$56K	Buy	771 +271	+54%	+$19.7K	0.03%	93
2021 Q3	$34K	Buy	500 +100	+25%	+$7.06K	0.02%	136
2021 Q2	$28K	Buy	+400	New	+$26.4K	0.01%	128

Other funds holding IMCG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Running Point Capital Advisors's IMCG Position: Q3 2025 in Review

Running Point Capital Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2025, closing a stake of 46 shares — an estimated $3.69K sold.

Running Point Capital Advisors first reported a position in IMCG in Q2 2021 and held it in 17 quarters. The position peaked at $57K in Q1 2022. 356 funds tracked by Wall St. Rank hold IMCG as of Q3 2025.

Running Point Capital Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Running Point Capital Advisors sold 46 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2025, an estimated $3.69K.
Running Point Capital Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2021 and held it in 17 quarters.
Running Point Capital Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $57K in Q1 2022.
356 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2025.

Based on Running Point Capital Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.