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

Atria Wealth Solutions’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
2025 Q2	$1.19M	Buy	14,816 +638	+4%	+$47.4K	0.03%	578
2025 Q1	$1.01M	Buy	14,178 +434	+3%	+$33.1K	0.01%	890
2024 Q4	$1.04M	Buy	13,744 +1,080	+9%	+$82.6K	0.01%	913
2024 Q3	$924K	Buy	12,664 +164	+1%	+$11.4K	0.01%	938
2024 Q2	$847K	Sell	12,500 -51,507	-80%	-$3.5M	0.01%	966
2024 Q1	$4.52M	Buy	64,007 +5,798	+10%	+$386K	0.05%	366
2023 Q4	$3.75M	Buy	58,209 +545	+0.9%	+$32K	0.05%	387
2023 Q3	$3.3M	Buy	57,664 +7,232	+14%	+$436K	0.05%	411
2023 Q2	$3.07M	Buy	+50,432	New	+$2.89M	0.04%	437
2023 Q1	–	Sell	-8,339	Closed	-$449K	–	1906
2022 Q4	$449K	Buy	8,339 +1,407	+20%	+$75.8K	0.01%	1138
2022 Q3	$349K	Buy	6,932 +1,939	+39%	+$108K	0.01%	1209
2022 Q2	$259K	Sell	4,993 -4,360	-47%	-$248K	﹤0.01%	1292
2022 Q1	$601K	Buy	+9,353	New	+$602K	0.01%	965

Other funds holding IMCG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atria Wealth Solutions's IMCG Position: Q2 2025 in Review

Atria Wealth Solutions increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 4.5% in Q2 2025, buying an estimated $47.4K and bringing the position to 14,816 shares worth $1.19M. The position accounts for 0.03% of the portfolio, ranked #578.

Atria Wealth Solutions first reported a position in IMCG in Q1 2022 and has held it in 13 quarters since. The position peaked at $4.52M in Q1 2024. 366 funds tracked by Wall St. Rank hold IMCG as of Q2 2025.

Atria Wealth Solutions held 14,816 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.19M as of Q2 2025.
Atria Wealth Solutions bought 638 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2025, an estimated $47.4K.
iShares Morningstar Mid-Cap Growth ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #578 holding.
Atria Wealth Solutions first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's iShares Morningstar Mid-Cap Growth ETF position peaked at $4.52M in Q1 2024.
366 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.