Truist Financial
IMCG icon

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

Truist Financial’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 		$9.68M Sell
98,428
-9,175
-9% -$828K 0.01% 653
2026
Q1 		$8.48M Buy
107,603
+6,230
+6% +$510K 0.01% 657
2025
Q4 		$8.09M Sell
101,373
-1,022
-1% -$83.1K 0.01% 671
2025
Q3 		$8.47M Buy
102,395
+5,313
+5% +$433K 0.01% 669
2025
Q2 		$7.79M Sell
97,082
-4,974
-5% -$370K 0.01% 670
2025
Q1 		$7.29M Sell
102,056
-7,316
-7% -$557K 0.01% 672
2024
Q4 		$8.26M Buy
109,372
+13,817
+14% +$1.06M 0.01% 637
2024
Q3 		$6.97M Buy
95,555
+2,635
+3% +$183K 0.01% 712
2024
Q2 		$6.3M Buy
92,920
+1,799
+2% +$122K 0.01% 771
2024
Q1 		$6.44M Sell
91,121
-510
-0.6% -$34K 0.01% 784
2023
Q4 		$5.91M Sell
91,631
-29,681
-24% -$1.74M 0.01% 810
2023
Q3 		$6.93M Buy
121,312
+17,217
+17% +$1.04M 0.01% 721
2023
Q2 		$6.34M Buy
104,095
+96,521
+1,274% +$5.54M 0.01% 754
2023
Q1 		$436K Sell
7,574
-76,847
-91% -$4.39M ﹤0.01% 2058
2022
Q4 		$4.55M Buy
84,421
+79,996
+1,808% +$4.31M 0.01% 850
2022
Q3 		$223K Hold
4,425
– – ﹤0.01% 2244
2022
Q2 		$230K Sell
4,425
-10
-0.2% -$569 ﹤0.01% 2380
2022
Q1 		$285K Hold
4,435
– – ﹤0.01% 2354
2021
Q4 		$325K Sell
4,435
-671
-13% -$48.8K ﹤0.01% 2303
2021
Q3 		$352K Buy
5,106
+648
+15% +$45.8K ﹤0.01% 2234
2021
Q2 		$307K Hold
4,458
– – ﹤0.01% 2353
2021
Q1 		$281K Sell
4,458
-4,164
-48% -$270K ﹤0.01% 2329
2020
Q4 		$550K Buy
8,622
+3,438
+66% +$203K ﹤0.01% 1799
2020
Q3 		$277K Sell
5,184
-1,266
-20% -$66K ﹤0.01% 2068
2020
Q2 		$315K Buy
+6,450
New +$284K ﹤0.01% 1918

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

Truist Financial's IMCG Position: Q2 2026 in Review

Truist Financial reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 8.5% in Q2 2026, selling an estimated $828K and leaving 98,428 shares worth $9.68M. The position accounts for 0.01% of the portfolio, ranked #653.

Truist Financial first reported a position in IMCG in Q2 2020 and has held it in 25 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Truist Financial held 98,428 shares of iShares Morningstar Mid-Cap Growth ETF worth $9.68M as of Q2 2026.
  • Truist Financial sold 9,175 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $828K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #653 holding.
  • Truist Financial first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.