Smartleaf Asset Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Smartleaf Asset Management’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	$299K	Hold	3,071	–	–	0.01%	686
2026 Q1	$233K	Buy	3,071 +209	+7%	+$17.1K	0.01%	731
2025 Q4	$231K	Buy	2,862 +240	+9%	+$19.5K	0.01%	747
2025 Q3	$217K	Sell	2,622 -25	-0.9%	-$2.04K	0.01%	698
2025 Q2	$211K	Buy	2,647 +312	+13%	+$23.2K	0.02%	565
2025 Q1	$166K	Buy	2,335 +388	+20%	+$29.6K	0.02%	632
2024 Q4	$147K	Buy	1,947 +63	+3%	+$4.82K	0.02%	658
2024 Q3	$137K	Buy	1,884 +168	+10%	+$11.7K	0.02%	609
2024 Q2	$117K	Sell	1,716 -97	-5%	-$6.6K	0.02%	532
2024 Q1	$128K	Sell	1,813 -101	-5%	-$6.73K	0.02%	464
2023 Q4	$124K	Buy	+1,914	New	+$112K	0.03%	393

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

Smartleaf Asset Management's IMCG Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 3,071 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #686.

Smartleaf Asset Management first reported a position in IMCG in Q4 2023 and has held it in 11 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Smartleaf Asset Management held 3,071 shares of iShares Morningstar Mid-Cap Growth ETF worth $299K as of Q2 2026.
Smartleaf Asset Management 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 Smartleaf Asset Management's portfolio in Q2 2026, its #686 holding.
Smartleaf Asset Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.