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

StoneX Group’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 		$307K Sell
3,122
-1,513
-33% -$137K 0.01% 806
2026
Q1 		$365K Buy
4,635
+1,386
+43% +$114K 0.02% 504
2025
Q4 		$259K Sell
3,249
-181
-5% -$14.7K 0.01% 767
2025
Q3 		$284K Sell
3,430
-125
-4% -$10.2K 0.01% 719
2025
Q2 		$285K Buy
3,555
+31
+0.9% +$2.31K 0.01% 681
2025
Q1 		$252K Sell
3,524
-153
-4% -$11.7K 0.01% 701
2024
Q4 		$278K Buy
3,677
+8
+0.2% +$612 0.02% 631
2024
Q3 		$268K Sell
3,669
-80
-2% -$5.55K 0.02% 502
2024
Q2 		$254K Sell
3,749
-36
-1% -$2.45K 0.02% 504
2024
Q1 		$268K Sell
3,785
-53
-1% -$3.53K 0.02% 457
2023
Q4 		$247K Sell
3,838
-2
-0.1% -$118 0.02% 467
2023
Q3 		$220K Sell
3,840
-131
-3% -$7.9K 0.02% 499
2023
Q2 		$242K Sell
3,971
-1,000
-20% -$57.4K 0.03% 475
2023
Q1 		$286K Buy
+4,971
New +$284K 0.03% 416
2022
Q4 		– Sell
-4,104
Closed -$207K – 733
2022
Q3 		$207K Sell
4,104
-25
-0.6% -$1.39K 0.03% 448
2022
Q2 		$214K Buy
4,129
+91
+2% +$5.18K 0.03% 523
2022
Q1 		$260K Sell
4,038
-3,159
-44% -$203K 0.02% 508
2021
Q4 		$527K Sell
7,197
-73
-1% -$5.31K 0.06% 288
2021
Q3 		$501K Buy
7,270
+109
+2% +$7.7K 0.07% 259
2021
Q2 		$493K Sell
7,161
-2,757
-28% -$182K 0.07% 253
2021
Q1 		$625K Sell
9,918
-156
-2% -$10.1K 0.11% 185
2020
Q4 		$642K Buy
10,074
+1,320
+15% +$77.9K 0.14% 150
2020
Q3 		$468K Buy
8,754
+2,562
+41% +$134K 0.15% 161
2020
Q2 		$303K Buy
6,192
+12
+0.2% +$528 0.11% 213
2020
Q1 		$225K Sell
6,180
-4,770
-44% -$202K 0.12% 214
2019
Q4 		$480K Buy
+10,950
New +$459K 0.2% 151

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

StoneX Group's IMCG Position: Q2 2026 in Review

StoneX Group reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 33% in Q2 2026, selling an estimated $137K and leaving 3,122 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #806.

StoneX Group first reported a position in IMCG in Q4 2019 and has held it in 26 quarters since. The position peaked at $642K in Q4 2020. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • StoneX Group held 3,122 shares of iShares Morningstar Mid-Cap Growth ETF worth $307K as of Q2 2026.
  • StoneX Group sold 1,513 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $137K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.01% of StoneX Group's portfolio in Q2 2026, its #806 holding.
  • StoneX Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • StoneX Group's iShares Morningstar Mid-Cap Growth ETF position peaked at $642K in Q4 2020.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.