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

TD Capital 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 Q1	$57.1K	Buy	725 +2	+0.3%	+$164	0.01%	224
2025 Q4	$57.8K	Buy	723 +1	+0.1%	+$81	0.01%	216
2025 Q3	$59.7K	Buy	722 +2	+0.3%	+$163	0.01%	203
2025 Q2	$57.8K	Buy	720 +1	+0.1%	+$74	0.01%	205
2025 Q1	$51.4K	Buy	719 +1	+0.1%	+$76	0.01%	183
2024 Q4	$54.2K	Buy	718 +2	+0.3%	+$153	0.01%	181
2024 Q3	$52.3K	Buy	716 +2	+0.3%	+$139	0.01%	186
2024 Q2	$48.4K	Buy	714 +1	+0.1%	+$68	0.01%	185
2024 Q1	$50.4K	Buy	713 +1	+0.1%	+$67	0.01%	183
2023 Q4	$45.9K	Buy	712 +4	+0.6%	+$235	0.01%	185
2023 Q3	$40.5K	Hold	708	–	–	0.01%	190
2023 Q2	$43.1K	Buy	708 +1	+0.1%	+$57	0.01%	186
2023 Q1	$40.7K	Buy	707 +2	+0.3%	+$114	0.01%	187
2022 Q4	$38K	Buy	705 +2	+0.3%	+$108	0.01%	181
2022 Q3	$35K	Buy	+703	New	+$39.2K	﹤0.01%	178
2022 Q1	–	Sell	-699	Closed	-$51K	–	220
2021 Q4	$51K	Buy	699 +1	+0.1%	+$73	0.01%	163
2021 Q3	$48K	Buy	698 +1	+0.1%	+$71	0.01%	158
2021 Q2	$48K	Buy	697 +1	+0.1%	+$66	0.01%	151
2021 Q1	$44K	Buy	+696	New	+$45.1K	0.01%	147

Other funds holding IMCG

VIA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

TD Capital Management's IMCG Position: Q1 2026 in Review

TD Capital Management increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.28% in Q1 2026, buying an estimated $164 and bringing the position to 725 shares worth $57.1K. The position accounts for 0.01% of the portfolio, ranked #224.

TD Capital Management first reported a position in IMCG in Q1 2021 and has held it in 19 quarters since. The position peaked at $59.7K in Q3 2025. 401 funds tracked by Wall St. Rank hold IMCG as of Q1 2026.

TD Capital Management held 725 shares of iShares Morningstar Mid-Cap Growth ETF worth $57.1K as of Q1 2026.
TD Capital Management bought 2 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $164.
iShares Morningstar Mid-Cap Growth ETF made up 0.01% of TD Capital Management's portfolio in Q1 2026, its #224 holding.
TD Capital Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2021 and has held it in 19 quarters since.
TD Capital Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $59.7K in Q3 2025.
401 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.