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

Advisory Solutions Group’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 Q3	$6.04M	Buy	+64,352	New	+$6.21M	1.28%	20

Other funds holding IMCG

FPF

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KWA

Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return

Advisory Solutions Group's IMCG Position: Q3 2026 in Review

Advisory Solutions Group opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2026: 64,352 shares worth $6.04M. The stake represents 1.28% of the portfolio and ranks #20 among its holdings.

63 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

Advisory Solutions Group held 64,352 shares of iShares Morningstar Mid-Cap Growth ETF worth $6.04M as of Q3 2026.
iShares Morningstar Mid-Cap Growth ETF was a new Advisory Solutions Group position in Q3 2026.
iShares Morningstar Mid-Cap Growth ETF made up 1.28% of Advisory Solutions Group's portfolio in Q3 2026, its #20 holding.
63 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.