Aire Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Aire Advisors’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	$2.84M	Sell	28,845 -2,334	-7%	-$211K	0.46%	50
2026 Q1	$2.46M	Sell	31,179 -197	-0.6%	-$16.1K	0.45%	49
2025 Q4	$2.51M	Buy	31,376 +26	+0.1%	+$2.11K	0.46%	50
2025 Q3	$2.59M	Sell	31,350 -292	-0.9%	-$23.8K	0.47%	49
2025 Q2	$2.54M	Buy	31,642 +3,654	+13%	+$272K	0.49%	49
2025 Q1	$2M	Sell	27,988 -530	-2%	-$40.4K	0.42%	49
2024 Q4	$2.15M	Buy	28,518 +767	+3%	+$58.7K	0.44%	52
2024 Q3	$2.03M	Sell	27,751 -90	-0.3%	-$6.24K	0.45%	46
2024 Q2	$1.89M	Buy	27,841 +87	+0.3%	+$5.92K	0.43%	51
2024 Q1	$1.96M	Buy	27,754 +39	+0.1%	+$2.6K	0.44%	48
2023 Q4	$1.79M	Sell	27,715 -2,592	-9%	-$152K	0.44%	50
2023 Q3	$1.73M	Buy	30,307 +241	+0.8%	+$14.5K	0.46%	47
2023 Q2	$1.84M	Buy	30,066 +2,500	+9%	+$143K	0.48%	47
2023 Q1	$1.59M	Sell	27,566 -2,282	-8%	-$130K	0.44%	47
2022 Q4	$1.61M	Buy	29,848 +15,940	+115%	+$859K	0.49%	43
2022 Q3	$701K	Buy	+13,908	New	+$776K	0.24%	64

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

Aire Advisors's IMCG Position: Q2 2026 in Review

Aire Advisors reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 7.5% in Q2 2026, selling an estimated $211K and leaving 28,845 shares worth $2.84M. The position accounts for 0.46% of the portfolio, ranked #50.

Aire Advisors first reported a position in IMCG in Q3 2022 and has held it in 16 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Aire Advisors held 28,845 shares of iShares Morningstar Mid-Cap Growth ETF worth $2.84M as of Q2 2026.
Aire Advisors sold 2,334 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $211K.
iShares Morningstar Mid-Cap Growth ETF made up 0.46% of Aire Advisors's portfolio in Q2 2026, its #50 holding.
Aire Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2022 and has held it in 16 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Aire Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.