Truepoint Inc’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Truepoint Inc’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	$900K	Sell	9,151 -1,727	-16%	-$156K	0.02%	82
2026 Q1	$857K	Buy	10,878 +1,198	+12%	+$98.1K	0.02%	80
2025 Q4	$773K	Buy	9,680 +148	+2%	+$12K	0.02%	83
2025 Q3	$789K	Buy	9,532 +17	+0.2%	+$1.39K	0.02%	79
2025 Q2	$763K	Sell	9,515 -11,636	-55%	-$865K	0.02%	81
2025 Q1	$1.51M	Buy	+21,151	New	+$1.61M	0.04%	58

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

Truepoint Inc's IMCG Position: Q2 2026 in Review

Truepoint Inc reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 16% in Q2 2026, selling an estimated $156K and leaving 9,151 shares worth $900K. The position accounts for 0.02% of the portfolio, ranked #82.

Truepoint Inc first reported a position in IMCG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.51M in Q1 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Truepoint Inc held 9,151 shares of iShares Morningstar Mid-Cap Growth ETF worth $900K as of Q2 2026.
Truepoint Inc sold 1,727 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $156K.
iShares Morningstar Mid-Cap Growth ETF made up 0.02% of Truepoint Inc's portfolio in Q2 2026, its #82 holding.
Truepoint Inc first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
Truepoint Inc's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.51M in Q1 2025.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.