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

Aptus Capital 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	$1.77K	Hold	18	–	–	﹤0.01%	1727
2026 Q1	$1.42K	Sell	18 -1,549	-99%	-$127K	﹤0.01%	1632
2025 Q4	$125K	Buy	1,567 +1,291	+468%	+$105K	﹤0.01%	1122
2025 Q3	$22.8K	Hold	276	–	–	﹤0.01%	1332
2025 Q2	$22.1K	Hold	276	–	–	﹤0.01%	1268
2025 Q1	$19.7K	Hold	276	–	–	﹤0.01%	1204
2024 Q4	$20.8K	Hold	276	–	–	﹤0.01%	1205
2024 Q3	$20.1K	Hold	276	–	–	﹤0.01%	1038
2024 Q2	$18.7K	Hold	276	–	–	﹤0.01%	976
2024 Q1	$19.5K	Hold	276	–	–	﹤0.01%	973
2023 Q4	$17.8K	Hold	276	–	–	﹤0.01%	755
2023 Q3	$15.8K	Hold	276	–	–	﹤0.01%	766
2023 Q2	$16.8K	Hold	276	–	–	﹤0.01%	668
2023 Q1	$15.9K	Buy	276 +76	+38%	+$4.34K	﹤0.01%	651
2022 Q4	$10.8K	Hold	200	–	–	﹤0.01%	696
2022 Q3	$10K	Buy	+200	New	+$11.2K	﹤0.01%	663
2022 Q2	–	Sell	-410	Closed	-$26K	–	698
2022 Q1	$26K	Sell	410 -186	-31%	-$12K	﹤0.01%	549
2021 Q4	$44K	Hold	596	–	–	﹤0.01%	434
2021 Q3	$41K	Sell	596 -17,166	-97%	-$1.21M	﹤0.01%	424
2021 Q2	$1.22M	Buy	17,762 +16,904	+1,970%	+$1.12M	0.04%	209
2021 Q1	$54K	Sell	858 -15,348	-95%	-$994K	﹤0.01%	396
2020 Q4	$1.03M	Buy	16,206 +15,546	+2,355%	+$917K	0.05%	175
2020 Q3	$35K	Buy	660 +240	+57%	+$12.5K	﹤0.01%	370
2020 Q2	$20K	Buy	+420	New	+$18.5K	﹤0.01%	355

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

Aptus Capital Advisors's IMCG Position: Q2 2026 in Review

Aptus Capital Advisors held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 18 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1727.

Aptus Capital Advisors first reported a position in IMCG in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.22M in Q2 2021. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Aptus Capital Advisors held 18 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.77K as of Q2 2026.
Aptus Capital Advisors left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1727 holding.
Aptus Capital Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2020 and has held it in 24 quarters since.
Aptus Capital Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.22M in Q2 2021.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.