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

Summit 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
2025
Q4 		– Sell
-5,092
Closed -$421K – 1306
2025
Q3 		$421K Buy
5,092
+133
+3% +$10.8K 0.01% 942
2025
Q2 		$398K Buy
+4,959
New +$369K 0.01% 616

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 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

Summit Financial's IMCG Position: Q4 2025 in Review

Summit Financial sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q4 2025, closing a stake of 5,092 shares — an estimated $421K sold.

Summit Financial first reported a position in IMCG in Q2 2025 and held it in 2 quarters. The position peaked at $421K in Q3 2025. 397 funds tracked by Wall St. Rank hold IMCG as of Q4 2025.

  • Summit Financial reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Financial sold 5,092 iShares Morningstar Mid-Cap Growth ETF shares in Q4 2025, an estimated $421K.
  • Summit Financial first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2025 and held it in 2 quarters.
  • Summit Financial's iShares Morningstar Mid-Cap Growth ETF position peaked at $421K in Q3 2025.
  • 397 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2025.

Based on Summit Financial's 13F filing for Q4 2025, filed 13 Feb 2026.