SWM
IMCG icon

Spire Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Spire Wealth 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
Q1 		$36.1K Buy
458
+360
+367% +$29.5K ﹤0.01% 1261
2025
Q4 		$7.82K Hold
98
– – ﹤0.01% 1792
2025
Q3 		$8.11K Buy
98
+7
+8% +$571 ﹤0.01% 1829
2025
Q2 		$7.3K Sell
91
-78
-46% -$5.8K ﹤0.01% 1826
2025
Q1 		$12.1K Buy
169
+75
+80% +$5.71K ﹤0.01% 1777
2024
Q4 		$7.1K Hold
94
– – ﹤0.01% 1947
2024
Q3 		$6.86K Buy
94
+84
+840% +$5.83K ﹤0.01% 1743
2024
Q2 		$678 Hold
10
– – ﹤0.01% 2167
2024
Q1 		$707 Hold
10
– – ﹤0.01% 2261
2023
Q4 		$639 Hold
10
– – ﹤0.01% 2334
2023
Q3 		$571 Hold
10
– – ﹤0.01% 2338
2023
Q2 		$609 Hold
10
– – ﹤0.01% 2364
2023
Q1 		$576 Hold
10
– – ﹤0.01% 2461
2022
Q4 		$1K Hold
10
– – ﹤0.01% 2195
2022
Q3 		$1K Hold
10
– – ﹤0.01% 2087
2022
Q2 		$1K Buy
+10
New +$569 ﹤0.01% 2522

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return