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IMCG
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Position history for LPL Financial LLC's holdings in ISHARES TR

LPL Financial LLC holds 2.6M shares of IMCG (ISHARES TR), worth $205.1M as of 2026-Q1. The position was increased (+6.3% shares). IMCG represents 0.1% of LPL Financial LLC's portfolio.

Current Value

$205.1M

Current Shares

2.6M

Total Value Change

+$142.9M

Total Shares Change

+1.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.6M
+6.3%
$205.1M0.1%$83.05
33
2025-Q4
Increased
2.4M
+7.0%
$195.5M0.1%$80.75
33
2025-Q3
Increased
2.3M
+7.3%
$189.3M0.1%$82.52
33
2025-Q2
Increased
2.1M
+6.1%
$171.2M0.1%$79.31
32
2025-Q1
Increased
2M
+69.1%
$143.7M0.1%$70.84
45
2024-Q4
Increased
1.2M
+20.6%
$89.8M0.0%$75.06
36
2024-Q3
Increased
986,537
+7.6%
$72M0.0%$72.18
32
2024-Q2
Decreased
916,923
-37.8%
$62.1M0.0%$66.90
0

Other major holders of IMCG: VANTAGEPOINT INVESTMENT ADVISERS LLC, AMERIPRISE FINANCIAL INC

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