Archer Investment Corporation’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Archer Investment Corporation’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 Q1	–	Sell	-180	Closed	-$14.4K	–	1249
2025 Q4	$14.4K	Sell	180 -162	-47%	-$13.2K	﹤0.01%	658
2025 Q3	$28.3K	Hold	342	–	–	0.01%	564
2025 Q2	$27.4K	Hold	342	–	–	0.01%	554
2025 Q1	$24.4K	Hold	342	–	–	0.01%	554
2024 Q4	$25.8K	Hold	342	–	–	0.01%	538
2024 Q3	$25K	Hold	342	–	–	0.01%	542
2024 Q2	$23.2K	Hold	342	–	–	0.01%	527
2024 Q1	$24.2K	Hold	342	–	–	0.01%	511
2023 Q4	$22K	Hold	342	–	–	0.01%	513
2023 Q3	$19.5K	Hold	342	–	–	0.01%	508
2023 Q2	$20.8K	Hold	342	–	–	0.01%	502
2023 Q1	$19.7K	Hold	342	–	–	0.01%	488
2022 Q4	$18.4K	Hold	342	–	–	0.01%	478
2022 Q3	$17.2K	Hold	342	–	–	0.01%	470
2022 Q2	$17.8K	Hold	342	–	–	0.01%	471
2022 Q1	$21.3K	Hold	342	–	–	0.01%	466
2021 Q4	$25K	Hold	342	–	–	0.01%	460
2021 Q3	$23.6K	Buy	+342	New	+$24.2K	0.01%	450
2021 Q2	–	Sell	-342	Closed	-$21.6K	–	614
2021 Q1	$21.6K	Hold	342	–	–	0.01%	461
2020 Q4	$21.8K	Hold	342	–	–	0.01%	413
2020 Q3	$18.3K	Sell	342 -636	-65%	-$33.2K	0.01%	375
2020 Q2	$47.8K	Hold	978	–	–	0.03%	257
2020 Q1	$36K	Hold	978	–	–	0.02%	262
2019 Q4	$43K	Buy	+978	New	+$41K	0.02%	275

Other funds holding IMCG

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Archer Investment Corporation's IMCG Position: Q1 2026 in Review

Archer Investment Corporation sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2026, closing a stake of 180 shares — an estimated $14.4K sold.

Archer Investment Corporation first reported a position in IMCG in Q4 2019 and held it in 24 quarters. The position peaked at $47.8K in Q2 2020. 401 funds tracked by Wall St. Rank hold IMCG as of Q1 2026.

Archer Investment Corporation reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Archer Investment Corporation sold 180 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $14.4K.
Archer Investment Corporation first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2019 and held it in 24 quarters.
Archer Investment Corporation's iShares Morningstar Mid-Cap Growth ETF position peaked at $47.8K in Q2 2020.
401 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Archer Investment Corporation's 13F filing for Q1 2026, filed 4 May 2026.