Arax Advisory Partners’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Arax Advisory Partners’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	$30.1M	Buy	305,921 +16,627	+6%	+$1.5M	0.2%	99
2026 Q1	$22.8M	Buy	289,294 +16,153	+6%	+$1.32M	0.64%	30
2025 Q4	$21.8M	Buy	+273,141	New	+$22.2M	0.63%	37
2025 Q3	–	Sell	-255,590	Closed	-$20.5M	–	3946
2025 Q2	$20.5M	Buy	255,590 +70,371	+38%	+$5.23M	0.94%	29
2025 Q1	$13.2M	Buy	185,219 +22,465	+14%	+$1.71M	0.85%	35
2024 Q4	$12.3M	Buy	162,754 +162,596	+102,909%	+$12.4M	0.77%	38
2024 Q3	$11.5K	Buy	158 +1	+0.6%	+$69	﹤0.01%	1344
2024 Q2	$10.7K	Hold	157	–	–	﹤0.01%	1241
2024 Q1	$11.1K	Hold	157	–	–	﹤0.01%	760
2023 Q4	$10.1K	Buy	157 +1	+0.6%	+$59	﹤0.01%	760
2023 Q3	$8.91K	Buy	+156	New	+$9.41K	﹤0.01%	747
2018 Q4	–	Sell	-144	Closed	-$6K	–	577
2018 Q3	$6K	Hold	144	–	–	﹤0.01%	516
2018 Q2	$5K	Hold	144	–	–	﹤0.01%	385
2018 Q1	$5K	Hold	144	–	–	﹤0.01%	375
2017 Q4	$4K	Hold	144	–	–	﹤0.01%	388
2017 Q3	$4K	Hold	144	–	–	﹤0.01%	387
2017 Q2	$4K	Hold	144	–	–	﹤0.01%	402
2017 Q1	$4K	Hold	144	–	–	﹤0.01%	378
2016 Q4	$4K	Buy	+144	New	+$3.86K	﹤0.01%	383

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

Arax Advisory Partners's IMCG Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 5.7% in Q2 2026, buying an estimated $1.5M and bringing the position to 305,921 shares worth $30.1M. The position accounts for 0.2% of the portfolio, ranked #99.

Arax Advisory Partners first reported a position in IMCG in Q4 2016 and has held it in 19 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Arax Advisory Partners held 305,921 shares of iShares Morningstar Mid-Cap Growth ETF worth $30.1M as of Q2 2026.
Arax Advisory Partners bought 16,627 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.5M.
iShares Morningstar Mid-Cap Growth ETF made up 0.2% of Arax Advisory Partners's portfolio in Q2 2026, its #99 holding.
Arax Advisory Partners first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2016 and has held it in 19 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.