Transamerica Financial Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Transamerica Financial Advisors’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	$6.04K	Hold	61	–	–	﹤0.01%	1084
2026 Q1	$4.83K	Hold	61	–	–	﹤0.01%	1048
2025 Q4	$4.89K	Sell	61 -1	-2%	-$81	﹤0.01%	966
2025 Q3	$5.06K	Buy	+62	New	+$5.05K	﹤0.01%	862
2015 Q3	–	Sell	-48	Closed	-$2K	–	878
2015 Q2	$2K	Buy	+48	New	+$1.34K	﹤0.01%	754

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

Transamerica Financial Advisors's IMCG Position: Q2 2026 in Review

Transamerica Financial Advisors held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 61 shares worth $6.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

Transamerica Financial Advisors first reported a position in IMCG in Q2 2015 and has held it in 5 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Transamerica Financial Advisors held 61 shares of iShares Morningstar Mid-Cap Growth ETF worth $6.04K as of Q2 2026.
Transamerica Financial Advisors left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1084 holding.
Transamerica Financial Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2015 and has held it in 5 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.