Savant Capital’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Savant Capital’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	$630K	Sell	6,413 -1,324	-17%	-$119K	﹤0.01%	1101
2026 Q1	$609K	Sell	7,737 -1,508	-16%	-$124K	﹤0.01%	814
2025 Q4	$738K	Sell	9,245 -4,247	-31%	-$345K	﹤0.01%	681
2025 Q3	$1.12M	Sell	13,492 -2,097	-13%	-$171K	0.01%	542
2025 Q2	$1.25M	Sell	15,589 -239	-2%	-$17.8K	0.01%	453
2025 Q1	$1.13M	Buy	15,828 +15	+0.1%	+$1.14K	0.01%	442
2024 Q4	$1.19M	Sell	15,813 -12,597	-44%	-$964K	0.01%	591
2024 Q3	$2.07M	Buy	+28,410	New	+$1.97M	0.02%	417

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

Savant Capital's IMCG Position: Q2 2026 in Review

Savant Capital reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 17% in Q2 2026, selling an estimated $119K and leaving 6,413 shares worth $630K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

Savant Capital first reported a position in IMCG in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.07M in Q3 2024. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Savant Capital held 6,413 shares of iShares Morningstar Mid-Cap Growth ETF worth $630K as of Q2 2026.
Savant Capital sold 1,324 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $119K.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1101 holding.
Savant Capital first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
Savant Capital's iShares Morningstar Mid-Cap Growth ETF position peaked at $2.07M in Q3 2024.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.