Westside Investment Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Westside Investment 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 Q2	$501K	Hold	5,100	–	–	0.07%	205
2026 Q1	$405K	Sell	5,100 -150	-3%	-$12.3K	0.06%	215
2025 Q4	$421K	Hold	5,250	–	–	0.07%	192
2025 Q3	$434K	Hold	5,250	–	–	0.07%	195
2025 Q2	$421K	Hold	5,250	–	–	0.08%	179
2025 Q1	$376K	Sell	5,250 -1,789	-25%	-$136K	0.08%	175
2024 Q4	$532K	Sell	7,039 -288	-4%	-$22K	0.11%	145
2024 Q3	$515K	Hold	7,327	–	–	0.11%	146
2024 Q2	$496K	Buy	7,327 +295	+4%	+$20.1K	0.11%	146
2024 Q1	$495K	Buy	7,032 +3,864	+122%	+$257K	0.12%	145
2023 Q4	$204K	Hold	3,168	–	–	0.05%	206
2023 Q3	$181K	Hold	3,168	–	–	0.05%	211
2023 Q2	$193K	Hold	3,168	–	–	0.05%	210
2023 Q1	$182K	Buy	3,168 +168	+6%	+$9.6K	0.05%	218
2022 Q4	$161	Hold	3,000	–	–	﹤0.01%	334
2022 Q3	$151	Hold	3,000	–	–	﹤0.01%	334
2022 Q2	$155	Hold	3,000	–	–	﹤0.01%	329
2022 Q1	$192	Hold	3,000	–	–	﹤0.01%	326
2021 Q4	$219	Hold	3,000	–	–	﹤0.01%	307
2021 Q3	$206	Hold	3,000	–	–	﹤0.01%	301
2021 Q2	$206	Hold	3,000	–	–	﹤0.01%	297
2021 Q1	$189	Hold	3,000	–	–	﹤0.01%	294
2020 Q4	$191	Hold	3,000	–	–	﹤0.01%	257
2020 Q3	$160	Hold	3,000	–	–	﹤0.01%	269
2020 Q2	$146	Hold	3,000	–	–	﹤0.01%	252
2020 Q1	$109	Buy	+3,000	New	+$127K	﹤0.01%	271
2019 Q2	$125K	Buy	+3,000	New	+$121K	0.04%	200

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

Westside Investment Management's IMCG Position: Q2 2026 in Review

Westside Investment Management held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 5,100 shares worth $501K. The position accounts for 0.07% of the portfolio, ranked #205.

Westside Investment Management first reported a position in IMCG in Q2 2019 and has held it in 27 quarters since. The position peaked at $532K in Q4 2024. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Westside Investment Management held 5,100 shares of iShares Morningstar Mid-Cap Growth ETF worth $501K as of Q2 2026.
Westside Investment Management left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.07% of Westside Investment Management's portfolio in Q2 2026, its #205 holding.
Westside Investment Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2019 and has held it in 27 quarters since.
Westside Investment Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $532K in Q4 2024.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.