SL
IMCG icon

Salomon & Ludwin’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Salomon & Ludwin’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 		$47.8K Sell
488
-25
-5% -$2.26K ﹤0.01% 563
2026
Q1 		$41.1K Hold
513
– – ﹤0.01% 596
2025
Q4 		$41.9K Sell
513
-4
-0.8% -$325 ﹤0.01% 463
2025
Q3 		$42.9K Hold
517
– – ﹤0.01% 425
2025
Q2 		$41.6K Hold
517
– – ﹤0.01% 287
2025
Q1 		$36.9K Hold
517
– – ﹤0.01% 281
2024
Q4 		$39K Sell
517
-27
-5% -$2.07K ﹤0.01% 270
2024
Q3 		$39.7K Hold
544
– – ﹤0.01% 277
2024
Q2 		$36.9K Sell
544
-32
-6% -$2.18K ﹤0.01% 294
2024
Q1 		$40.7K Hold
576
– – ﹤0.01% 387
2023
Q4 		$32.9K Hold
576
– – ﹤0.01% 355
2023
Q3 		$32.9K Buy
+576
New +$34.8K ﹤0.01% 355

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Salomon & Ludwin's IMCG Position: Q2 2026 in Review

Salomon & Ludwin reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 4.9% in Q2 2026, selling an estimated $2.26K and leaving 488 shares worth $47.8K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Salomon & Ludwin first reported a position in IMCG in Q3 2023 and has held it in 12 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Salomon & Ludwin held 488 shares of iShares Morningstar Mid-Cap Growth ETF worth $47.8K as of Q2 2026.
  • Salomon & Ludwin sold 25 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.26K.
  • iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #563 holding.
  • Salomon & Ludwin first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.