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

Stephens Inc’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 		$260K Buy
3,300
+623
+23% +$51K ﹤0.01% 1099
2025
Q4 		$214K Hold
2,677
– – ﹤0.01% 1176
2025
Q3 		$221K Sell
2,677
-179
-6% -$14.6K ﹤0.01% 1173
2025
Q2 		$229K Sell
2,856
-96
-3% -$7.14K ﹤0.01% 1124
2025
Q1 		$211K Buy
+2,952
New +$225K ﹤0.01% 1125
2023
Q4 		– Sell
-3,507
Closed -$200K – 1267
2023
Q3 		$200K Sell
3,507
-1,857
-35% -$112K ﹤0.01% 1042
2023
Q2 		$327K Buy
5,364
+367
+7% +$21K 0.01% 890
2023
Q1 		$288K Sell
4,997
-3,856
-44% -$220K 0.01% 897
2022
Q4 		$477K Sell
8,853
-5,800
-40% -$312K 0.01% 716
2022
Q3 		$738K Sell
14,653
-1,785
-11% -$99.5K 0.02% 588
2022
Q2 		$854K Sell
16,438
-20,811
-56% -$1.18M 0.02% 568
2022
Q1 		$2.39M Sell
37,249
-185,872
-83% -$12M 0.04% 387
2021
Q4 		$16.3M Buy
223,121
+17,136
+8% +$1.25M 0.25% 92
2021
Q3 		$14.2M Sell
205,985
-6,338
-3% -$448K 0.22% 107
2021
Q2 		$14.6M Sell
212,323
-97,043
-31% -$6.4M 0.22% 110
2021
Q1 		$19.5M Sell
309,366
-59,562
-16% -$3.86M 0.32% 79
2020
Q4 		$23.5M Buy
368,928
+18,282
+5% +$1.08M 0.42% 50
2020
Q3 		$18.7M Buy
350,646
+27,834
+9% +$1.45M 0.37% 64
2020
Q2 		$15.8M Buy
322,812
+238,134
+281% +$10.5M 0.34% 66
2020
Q1 		$3.08M Buy
+84,678
New +$3.59M 0.08% 254

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 $377B 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 $432B 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

Stephens Inc's IMCG Position: Q1 2026 in Review

Stephens Inc increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 23% in Q1 2026, buying an estimated $51K and bringing the position to 3,300 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

Stephens Inc first reported a position in IMCG in Q1 2020 and has held it in 20 quarters since. The position peaked at $23.5M in Q4 2020. 401 funds tracked by Wall St. Rank hold IMCG as of Q1 2026.

  • Stephens Inc held 3,300 shares of iShares Morningstar Mid-Cap Growth ETF worth $260K as of Q1 2026.
  • Stephens Inc bought 623 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $51K.
  • iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Stephens Inc's portfolio in Q1 2026, its #1099 holding.
  • Stephens Inc first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2020 and has held it in 20 quarters since.
  • Stephens Inc's iShares Morningstar Mid-Cap Growth ETF position peaked at $23.5M in Q4 2020.
  • 401 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.