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

Allworth 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	$230K	Sell	2,336 -670	-22%	-$60.5K	﹤0.01%	1403
2026 Q1	$237K	Sell	3,006 -1,331	-31%	-$109K	﹤0.01%	1302
2025 Q4	$346K	Buy	4,337 +828	+24%	+$67.3K	﹤0.01%	1094
2025 Q3	$290K	Buy	3,509 +704	+25%	+$57.4K	﹤0.01%	1115
2025 Q2	$225K	Sell	2,805 -24	-0.8%	-$1.78K	﹤0.01%	1131
2025 Q1	$201K	Sell	2,829 -27	-0.9%	-$2.06K	﹤0.01%	950
2024 Q4	$227K	Sell	2,856 -53	-2%	-$4.05K	﹤0.01%	906
2024 Q3	$212K	Sell	2,909 -552	-16%	-$38.3K	﹤0.01%	807
2024 Q2	$237K	Sell	3,461 -459	-12%	-$31.2K	﹤0.01%	762
2024 Q1	$277K	Sell	3,920 -2,879	-42%	-$192K	﹤0.01%	691
2023 Q4	$438K	Sell	6,799 -27,373	-80%	-$1.61M	﹤0.01%	544
2023 Q3	$1.95M	Buy	34,172 +34,115	+59,851%	+$2.06M	0.02%	275
2023 Q2	$3.5K	Hold	57	–	–	﹤0.01%	2253
2023 Q1	$3.3K	Buy	+57	New	+$3.26K	﹤0.01%	2201

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

Allworth Financial's IMCG Position: Q2 2026 in Review

Allworth Financial reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 22% in Q2 2026, selling an estimated $60.5K and leaving 2,336 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

Allworth Financial first reported a position in IMCG in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.95M in Q3 2023. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Allworth Financial held 2,336 shares of iShares Morningstar Mid-Cap Growth ETF worth $230K as of Q2 2026.
Allworth Financial sold 670 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $60.5K.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1403 holding.
Allworth Financial first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
Allworth Financial's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.95M in Q3 2023.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.