SS
IMCG icon

Sunbelt Securities’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Sunbelt Securities’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
Q3 		– Sell
-1,098
Closed -$83K – 2781
2025
Q2 		$83K Buy
+1,098
New +$81.6K 0.01% 814
2025
Q1 		– Sell
-1,098
Closed -$83.1K – 1852
2024
Q4 		$83.1K Hold
1,098
– – 0.01% 812
2024
Q3 		$80.1K Hold
1,098
– – 0.01% 821
2024
Q2 		$74.4K Hold
1,098
– – 0.01% 803
2024
Q1 		$77.6K Buy
1,098
+824
+301% +$54.9K 0.01% 775
2023
Q4 		$17.7K Hold
274
– – ﹤0.01% 1055
2023
Q3 		$15.7K Hold
274
– – ﹤0.01% 1066
2023
Q2 		$16.7K Buy
274
+33
+14% +$1.89K ﹤0.01% 1063
2023
Q1 		$13.6K Buy
+241
New +$13.8K ﹤0.01% 1047

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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return