Synergy Investment Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Synergy Investment Management’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	$96.3K	Hold	980	–	–	0.02%	271
2026 Q1	$77.2K	Buy	+980	New	+$80.3K	0.03%	231
2025 Q2	–	Sell	-980	Closed	-$70K	–	313
2025 Q1	$70K	Hold	980	–	–	0.03%	204
2024 Q4	$74K	Buy	+980	New	+$75K	0.03%	197

Other funds holding IMCG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Synergy Investment Management's IMCG Position: Q2 2026 in Review

Synergy Investment Management held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 980 shares worth $96.3K. The position accounts for 0.02% of the portfolio, ranked #271.

Synergy Investment Management first reported a position in IMCG in Q4 2024 and has held it in 4 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Synergy Investment Management held 980 shares of iShares Morningstar Mid-Cap Growth ETF worth $96.3K as of Q2 2026.
Synergy Investment Management left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #271 holding.
Synergy Investment Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 4 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.