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TD Private Client Wealth’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

TD Private Client Wealth’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 		$175K Sell
1,777
-595
-25% -$53.7K ﹤0.01% 690
2026
Q1 		$187K Sell
2,372
-15
-0.6% -$1.23K ﹤0.01% 661
2025
Q4 		$191K Sell
2,387
-207
-8% -$16.8K ﹤0.01% 670
2025
Q3 		$215K Buy
2,594
+50
+2% +$4.08K ﹤0.01% 644
2025
Q2 		$204K Sell
2,544
-155
-6% -$11.5K 0.01% 629
2025
Q1 		$193K Sell
2,699
-7,830
-74% -$597K 0.01% 606
2024
Q4 		$795K Sell
10,529
-384
-4% -$29.4K 0.02% 391
2024
Q3 		$796K Buy
10,913
+475
+5% +$32.9K 0.02% 396
2024
Q2 		$707K Sell
10,438
-80
-0.8% -$5.44K 0.02% 393
2024
Q1 		$743K Sell
10,518
-1,195
-10% -$79.6K 0.02% 390
2023
Q4 		$755K Buy
11,713
+3,695
+46% +$217K 0.03% 374
2023
Q3 		$458K Buy
8,018
+670
+9% +$40.4K 0.02% 426
2023
Q2 		$448K Buy
7,348
+476
+7% +$27.3K 0.02% 454
2023
Q1 		$396K Buy
6,872
+950
+16% +$54.3K 0.02% 458
2022
Q4 		$319K Buy
5,922
+688
+13% +$37.1K 0.02% 479
2022
Q3 		$264K Buy
5,234
+109
+2% +$6.08K 0.01% 487
2022
Q2 		$266K Sell
5,125
-1,421
-22% -$80.9K 0.01% 487
2022
Q1 		$421K Sell
6,546
-1,380
-17% -$88.9K 0.02% 446
2021
Q4 		$581K Sell
7,926
-1,007
-11% -$73.2K 0.02% 405
2021
Q3 		$615K Buy
8,933
+534
+6% +$37.7K 0.03% 382
2021
Q2 		$579K Sell
8,399
-211
-2% -$13.9K 0.02% 393
2021
Q1 		$543K Buy
8,610
+1,122
+15% +$72.7K 0.03% 381
2020
Q4 		$477K Buy
7,488
+3,660
+96% +$216K 0.02% 386
2020
Q3 		$204K Buy
+3,828
New +$200K 0.01% 455

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TD Private Client Wealth's IMCG Position: Q2 2026 in Review

TD Private Client Wealth reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 25% in Q2 2026, selling an estimated $53.7K and leaving 1,777 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

TD Private Client Wealth first reported a position in IMCG in Q3 2020 and has held it in 24 quarters since. The position peaked at $796K in Q3 2024. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • TD Private Client Wealth held 1,777 shares of iShares Morningstar Mid-Cap Growth ETF worth $175K as of Q2 2026.
  • TD Private Client Wealth sold 595 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $53.7K.
  • iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #690 holding.
  • TD Private Client Wealth first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • TD Private Client Wealth's iShares Morningstar Mid-Cap Growth ETF position peaked at $796K in Q3 2024.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.