Atria Investments’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Atria Investments’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	$1.01M	Buy	+10,294	New	+$929K	0.01%	1106
2025 Q4	–	Sell	-8,039	Closed	-$665K	–	2077
2025 Q3	$665K	Sell	8,039 -308	-4%	-$25.1K	0.01%	1262
2025 Q2	$670K	Buy	8,347 +1,006	+14%	+$74.8K	0.01%	1264
2025 Q1	$524K	Sell	7,341 -12	-0.2%	-$914	0.01%	1334
2024 Q4	$555K	Sell	7,353 -7,429	-50%	-$568K	0.01%	1273
2024 Q3	$1.08M	Sell	14,782 -1,554	-10%	-$108K	0.01%	933
2024 Q2	$1.11M	Sell	16,336 -4,939	-23%	-$336K	0.01%	889
2024 Q1	$1.5M	Buy	21,275 +4,608	+28%	+$307K	0.02%	773
2023 Q4	$1.07M	Buy	+16,667	New	+$979K	0.02%	864
2022 Q3	–	Sell	-31,216	Closed	-$1.62M	–	768
2022 Q2	$1.62M	Buy	31,216 +12,273	+65%	+$699K	0.03%	571
2022 Q1	$1.22M	Sell	18,943 -473	-2%	-$30.5K	0.02%	765
2021 Q4	$1.42M	Sell	19,416 -464	-2%	-$33.7K	0.03%	691
2021 Q3	$1.37M	Buy	19,880 +1,770	+10%	+$125K	0.02%	673
2021 Q2	$1.25M	Sell	18,110 -1,030	-5%	-$67.9K	0.02%	684
2021 Q1	$1.21M	Sell	19,140 -10,128	-35%	-$656K	0.03%	637
2020 Q4	$1.87M	Buy	29,268 +4,398	+18%	+$260K	0.05%	437
2020 Q3	$1.33M	Sell	24,870 -53,718	-68%	-$2.8M	0.04%	468
2020 Q2	$3.84M	Buy	+78,588	New	+$3.46M	0.13%	181
2020 Q1	–	Sell	-7,728	Closed	-$339K	–	852
2019 Q4	$339K	Buy	+7,728	New	+$324K	0.01%	934

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

Atria Investments's IMCG Position: Q2 2026 in Review

Atria Investments opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026: 10,294 shares worth $1.01M. The stake represents 0.01% of the portfolio and ranks #1106 among its holdings. This is a return to the name: Atria Investments previously reported a position in IMCG as recently as Q3 2025.

Atria Investments first reported a position in IMCG in Q4 2019 and has held it in 19 quarters since. The position peaked at $3.84M in Q2 2020. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Atria Investments held 10,294 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.01M as of Q2 2026.
iShares Morningstar Mid-Cap Growth ETF was a new Atria Investments position in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1106 holding.
Atria Investments first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 19 quarters since.
Atria Investments's iShares Morningstar Mid-Cap Growth ETF position peaked at $3.84M in Q2 2020.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.