Stifel Financial
IMCG icon

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

Stifel Financial’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 		$1.18M Sell
12,003
-425
-3% -$38.4K ﹤0.01% 2448
2026
Q1 		$979K Buy
12,428
+184
+2% +$15.1K ﹤0.01% 2468
2025
Q4 		$978K Buy
12,244
+164
+1% +$13.3K ﹤0.01% 2449
2025
Q3 		$1,000K Buy
12,080
+250
+2% +$20.4K ﹤0.01% 2392
2025
Q2 		$949K Sell
11,830
-3,671
-24% -$273K ﹤0.01% 2365
2025
Q1 		$1.11M Buy
15,501
+343
+2% +$26.1K ﹤0.01% 2161
2024
Q4 		$1.15M Buy
15,158
+4,061
+37% +$311K ﹤0.01% 2166
2024
Q3 		$810K Sell
11,097
-1,931
-15% -$134K ﹤0.01% 2367
2024
Q2 		$883K Sell
13,028
-45
-0.3% -$3.06K ﹤0.01% 2248
2024
Q1 		$924K Buy
13,073
+90
+0.7% +$5.99K ﹤0.01% 2224
2023
Q4 		$837K Sell
12,983
-847
-6% -$49.8K ﹤0.01% 2246
2023
Q3 		$790K Buy
13,830
+1,237
+10% +$74.6K ﹤0.01% 2207
2023
Q2 		$768K Buy
12,593
+727
+6% +$41.7K ﹤0.01% 2248
2023
Q1 		$683K Sell
11,866
-5,500
-32% -$314K ﹤0.01% 2326
2022
Q4 		$936K Buy
17,366
+4,252
+32% +$229K ﹤0.01% 2055
2022
Q3 		$661K Buy
13,114
+7,664
+141% +$427K ﹤0.01% 2256
2022
Q2 		$283K Sell
5,450
-17
-0.3% -$968 ﹤0.01% 2787
2022
Q1 		$351K Sell
5,467
-3,394
-38% -$219K ﹤0.01% 2779
2021
Q4 		$649K Sell
8,861
-1,481
-14% -$108K ﹤0.01% 2438
2021
Q3 		$712K Buy
10,342
+2,848
+38% +$201K ﹤0.01% 2344
2021
Q2 		$516K Sell
7,494
-7,854
-51% -$518K ﹤0.01% 2569
2021
Q1 		$967K Sell
15,348
-32,664
-68% -$2.12M ﹤0.01% 2011
2020
Q4 		$3.06M Buy
48,012
+30,126
+168% +$1.78M 0.01% 1126
2020
Q3 		$955K Sell
17,886
-32,496
-64% -$1.69M ﹤0.01% 1666
2020
Q2 		$2.46M Sell
50,382
-86,718
-63% -$3.82M 0.01% 1046
2020
Q1 		$4.98M Buy
137,100
+4,572
+3% +$194K 0.01% 668
2019
Q4 		$5.82M Sell
132,528
-16,470
-11% -$691K 0.01% 824
2019
Q3 		$6.05M Buy
148,998
+31,908
+27% +$1.33M 0.02% 757
2019
Q2 		$4.91M Buy
117,090
+9,474
+9% +$382K 0.01% 869
2019
Q1 		$4.22M Buy
+107,616
New +$3.96M 0.01% 878
2018
Q4 		– Sell
-6,774
Closed -$266K – 2739
2018
Q3 		$266K Buy
+6,774
New +$259K ﹤0.01% 2429

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial's IMCG Position: Q2 2026 in Review

Stifel Financial reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 3.4% in Q2 2026, selling an estimated $38.4K and leaving 12,003 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2448.

Stifel Financial first reported a position in IMCG in Q3 2018 and has held it in 31 quarters since. The position peaked at $6.05M in Q3 2019. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Stifel Financial held 12,003 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.18M as of Q2 2026.
  • Stifel Financial sold 425 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $38.4K.
  • iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2448 holding.
  • Stifel Financial first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2018 and has held it in 31 quarters since.
  • Stifel Financial's iShares Morningstar Mid-Cap Growth ETF position peaked at $6.05M in Q3 2019.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.