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

SignatureFD’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	$5.9K	Hold	60	–	–	﹤0.01%	2812
2026 Q1	$4.73K	Hold	60	–	–	﹤0.01%	2795
2025 Q4	$4.79K	Hold	60	–	–	﹤0.01%	2705
2025 Q3	$4.96K	Hold	60	–	–	﹤0.01%	2667
2025 Q2	$4.81K	Hold	60	–	–	﹤0.01%	2620
2025 Q1	$4.29K	Sell	60 -72	-55%	-$5.49K	﹤0.01%	2657
2024 Q4	$9.97K	Hold	132	–	–	﹤0.01%	2364
2024 Q3	$9.63K	Hold	132	–	–	﹤0.01%	2350
2024 Q2	$8.94K	Buy	132 +72	+120%	+$4.9K	﹤0.01%	2319
2024 Q1	$4.24K	Hold	60	–	–	﹤0.01%	2588
2023 Q4	$3.87K	Hold	60	–	–	﹤0.01%	2584
2023 Q3	$3.43K	Hold	60	–	–	﹤0.01%	2616
2023 Q2	$3.66K	Hold	60	–	–	﹤0.01%	2618
2023 Q1	$3.45K	Hold	60	–	–	﹤0.01%	2643
2022 Q4	$3.23K	Hold	60	–	–	﹤0.01%	2640
2022 Q3	$3K	Hold	60	–	–	﹤0.01%	2650
2022 Q2	$3K	Hold	60	–	–	﹤0.01%	2625
2022 Q1	$4K	Hold	60	–	–	﹤0.01%	2590
2021 Q4	$4K	Hold	60	–	–	﹤0.01%	2485
2021 Q3	$4K	Hold	60	–	–	﹤0.01%	2437
2021 Q2	$4K	Hold	60	–	–	﹤0.01%	2352
2021 Q1	$4K	Hold	60	–	–	﹤0.01%	2243
2020 Q4	$4K	Hold	60	–	–	﹤0.01%	2027
2020 Q3	$3K	Hold	60	–	–	﹤0.01%	2089
2020 Q2	$3K	Hold	60	–	–	﹤0.01%	1980
2020 Q1	$2K	Sell	60 -2,250	-97%	-$95.4K	﹤0.01%	1948
2019 Q4	$101K	Buy	+2,310	New	+$96.9K	0.01%	702

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

SignatureFD's IMCG Position: Q2 2026 in Review

SignatureFD held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 60 shares worth $5.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2812.

SignatureFD first reported a position in IMCG in Q4 2019 and has held it in 27 quarters since. The position peaked at $101K in Q4 2019. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

SignatureFD held 60 shares of iShares Morningstar Mid-Cap Growth ETF worth $5.9K as of Q2 2026.
SignatureFD left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #2812 holding.
SignatureFD first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
SignatureFD's iShares Morningstar Mid-Cap Growth ETF position peaked at $101K in Q4 2019.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.