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

Triumph 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 Q3	$94.6K	Buy	+1,008	New	+$97.2K	0.02%	517
2026 Q2	–	Sell	-14	Closed	-$1.1K	–	1889
2026 Q1	$1.1K	Buy	+14	New	+$1.15K	﹤0.01%	1629
2021 Q4	–	Sell	-15,927	Closed	-$1.1M	–	222
2021 Q3	$1.1M	Buy	15,927 +248	+2%	+$17.5K	0.51%	44
2021 Q2	$1.07M	Buy	+15,679	New	+$1.03M	0.63%	37

Other funds holding IMCG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Triumph Capital Management's IMCG Position: Q3 2026 in Review

Triumph Capital Management opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2026: 1,008 shares worth $94.6K. The stake represents 0.02% of the portfolio and ranks #517 among its holdings. This is a return to the name: Triumph Capital Management previously reported a position in IMCG as recently as Q1 2026.

Triumph Capital Management first reported a position in IMCG in Q2 2021 and has held it in 4 quarters since. The position peaked at $1.1M in Q3 2021. 396 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

Triumph Capital Management held 1,008 shares of iShares Morningstar Mid-Cap Growth ETF worth $94.6K as of Q3 2026.
iShares Morningstar Mid-Cap Growth ETF was a new Triumph Capital Management position in Q3 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.02% of Triumph Capital Management's portfolio in Q3 2026, its #517 holding.
Triumph Capital Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2021 and has held it in 4 quarters since.
Triumph Capital Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.1M in Q3 2021.
396 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.