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Vista Investment Partners II’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Vista Investment Partners II’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
2025
Q3 		– Sell
-7,566
Closed -$607K – 147
2025
Q2 		$607K Buy
+7,566
New +$563K 0.29% 72

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Vista Investment Partners II's IMCG Position: Q3 2025 in Review

Vista Investment Partners II sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2025, closing a stake of 7,566 shares — an estimated $607K sold.

Vista Investment Partners II first reported a position in IMCG in Q2 2025 and held it in 1 quarter. The position peaked at $607K in Q2 2025. 356 funds tracked by Wall St. Rank hold IMCG as of Q3 2025.

  • Vista Investment Partners II reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Vista Investment Partners II sold 7,566 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2025, an estimated $607K.
  • Vista Investment Partners II first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2025 and held it in 1 quarter.
  • Vista Investment Partners II's iShares Morningstar Mid-Cap Growth ETF position peaked at $607K in Q2 2025.
  • 356 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2025.

Based on Vista Investment Partners II's 13F filing for Q3 2025, filed 29 Oct 2025.