TAGStone Capital’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

TAGStone Capital’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 Q1	$304K	Buy	3,865 +112	+3%	+$9.18K	0.11%	111
2025 Q4	$300K	Buy	3,753 +4	+0.1%	+$325	0.11%	96
2025 Q3	$310K	Buy	3,749 +3	+0.1%	+$245	0.12%	94
2025 Q2	$301K	Buy	3,746 +4	+0.1%	+$297	0.12%	92
2025 Q1	$267K	Buy	3,742 +83	+2%	+$6.32K	0.13%	83
2024 Q4	$276K	Buy	3,659 +5	+0.1%	+$383	0.14%	75
2024 Q3	$267K	Buy	3,654 +22	+0.6%	+$1.53K	0.14%	77
2024 Q2	$246K	Buy	3,632 +3	+0.1%	+$204	0.14%	79
2024 Q1	$256K	Buy	3,629 +98	+3%	+$6.53K	0.15%	76
2023 Q4	$228K	Buy	+3,531	New	+$207K	0.15%	77

Other funds holding IMCG

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return