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

Advisornet 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 		$1.16M Sell
11,851
-100
-0.8% -$9.02K 0.05% 251
2026
Q1 		$941K Sell
11,951
-331
-3% -$27.1K 0.05% 264
2025
Q4 		$981K Buy
12,282
+28
+0.2% +$2.28K 0.05% 260
2025
Q3 		$1.01M Sell
12,254
-3,039
-20% -$248K 0.06% 249
2025
Q2 		$1.23M Sell
15,293
-4,359
-22% -$324K 0.08% 214
2025
Q1 		$1.4M Buy
19,652
+422
+2% +$32.2K 0.1% 193
2024
Q4 		$1.45M Sell
19,230
-923
-5% -$70.6K 0.12% 167
2024
Q3 		$1.47M Buy
20,153
+902
+5% +$62.6K 0.11% 183
2024
Q2 		$1.3M Buy
19,251
+188
+1% +$12.8K 0.12% 176
2024
Q1 		$1.35M Buy
19,063
+137
+0.7% +$9.12K 0.13% 170
2023
Q4 		$1.22M Sell
18,926
-471
-2% -$27.7K 0.11% 201
2023
Q3 		$1.11M Buy
19,397
+6,704
+53% +$404K 0.1% 200
2023
Q2 		$774K Buy
12,693
+585
+5% +$33.6K 0.07% 240
2023
Q1 		$697K Buy
12,108
+797
+7% +$45.6K 0.06% 252
2022
Q4 		$609K Buy
11,311
+331
+3% +$17.8K 0.06% 267
2022
Q3 		$553K Buy
10,980
+2,873
+35% +$160K 0.06% 296
2022
Q2 		$421K Sell
8,107
-16,095
-67% -$916K 0.04% 343
2022
Q1 		$1.56M Buy
24,202
+22,179
+1,096% +$1.43M 0.1% 186
2021
Q4 		$148K Buy
2,023
+351
+21% +$25.5K 0.01% 673
2021
Q3 		$115K Buy
+1,672
New +$118K 0.01% 741

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

Advisornet Financial's IMCG Position: Q2 2026 in Review

Advisornet Financial reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.84% in Q2 2026, selling an estimated $9.02K and leaving 11,851 shares worth $1.16M. The position accounts for 0.05% of the portfolio, ranked #251.

Advisornet Financial first reported a position in IMCG in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.56M in Q1 2022. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Advisornet Financial held 11,851 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.16M as of Q2 2026.
  • Advisornet Financial sold 100 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $9.02K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.05% of Advisornet Financial's portfolio in Q2 2026, its #251 holding.
  • Advisornet Financial first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • Advisornet Financial's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.56M in Q1 2022.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.