Vestmark Advisory Solutions’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Vestmark Advisory Solutions’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	$14.2M	Buy	144,173 +6,929	+5%	+$625K	0.13%	162
2026 Q1	$10.8M	Buy	137,244 +10,853	+9%	+$889K	0.12%	184
2025 Q4	$10.1M	Buy	126,391 +55,180	+77%	+$4.48M	0.14%	154
2025 Q3	$5.89M	Buy	+71,211	New	+$5.81M	0.11%	185
2022 Q1	–	Sell	-3,208	Closed	-$235K	–	877
2021 Q4	$235K	Buy	+3,208	New	+$233K	0.01%	783

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

Vestmark Advisory Solutions's IMCG Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 5% in Q2 2026, buying an estimated $625K and bringing the position to 144,173 shares worth $14.2M. The position accounts for 0.13% of the portfolio, ranked #162.

Vestmark Advisory Solutions first reported a position in IMCG in Q4 2021 and has held it in 5 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Vestmark Advisory Solutions held 144,173 shares of iShares Morningstar Mid-Cap Growth ETF worth $14.2M as of Q2 2026.
Vestmark Advisory Solutions bought 6,929 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $625K.
iShares Morningstar Mid-Cap Growth ETF made up 0.13% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #162 holding.
Vestmark Advisory Solutions first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 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 Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.