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Ausdal Financial Partners’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Ausdal Financial 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 		$2.15M Buy
21,892
+1,761
+9% +$159K 0.08% 236
2026
Q1 		$1.59M Sell
20,131
-1,352
-6% -$111K 0.07% 275
2025
Q4 		$1.72M Sell
21,483
-352
-2% -$28.6K 0.08% 250
2025
Q3 		$1.81M Buy
21,835
+820
+4% +$66.9K 0.09% 237
2025
Q2 		$1.69M Buy
21,015
+1,261
+6% +$93.8K 0.11% 182
2025
Q1 		$1.41M Buy
19,754
+1,835
+10% +$140K 0.11% 189
2024
Q4 		$1.35M Buy
17,919
+1,303
+8% +$99.7K 0.12% 175
2024
Q3 		$1.21M Sell
16,616
-1,669
-9% -$116K 0.13% 167
2024
Q2 		$1.24M Buy
18,285
+5,062
+38% +$344K 0.13% 157
2024
Q1 		$935K Buy
13,223
+3,112
+31% +$207K 0.11% 181
2023
Q4 		$652K Buy
10,111
+47
+0.5% +$2.76K 0.08% 213
2023
Q3 		$575K Hold
10,064
– – 0.08% 226
2023
Q2 		$613K Buy
10,064
+13
+0.1% +$746 0.08% 213
2023
Q1 		$579K Sell
10,051
-163
-2% -$9.32K 0.08% 227
2022
Q4 		$550K Sell
10,214
-161
-2% -$8.67K 0.08% 232
2022
Q3 		$523K Buy
10,375
+23
+0.2% +$1.28K 0.08% 235
2022
Q2 		$538K Sell
10,352
-568
-5% -$32.3K 0.08% 244
2022
Q1 		$702K Sell
10,920
-2,928
-21% -$189K 0.1% 222
2021
Q4 		$1.01M Sell
13,848
-54
-0.4% -$3.93K 0.14% 182
2021
Q3 		$958K Buy
13,902
+3,572
+35% +$252K 0.14% 180
2021
Q2 		$712K Sell
10,330
-1,250
-11% -$82.5K 0.11% 208
2021
Q1 		$730K Sell
11,580
-120
-1% -$7.77K 0.12% 194
2020
Q4 		$746K Sell
11,700
-198
-2% -$11.7K 0.15% 169
2020
Q3 		$635K Buy
+11,898
New +$620K 0.15% 156
2016
Q1 		– Sell
-714
Closed -$18K – 610
2015
Q4 		$18K Buy
+714
New +$18.5K 0.01% 753

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ausdal Financial Partners's IMCG Position: Q2 2026 in Review

Ausdal Financial Partners increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 8.7% in Q2 2026, buying an estimated $159K and bringing the position to 21,892 shares worth $2.15M. The position accounts for 0.08% of the portfolio, ranked #236.

Ausdal Financial Partners first reported a position in IMCG in Q4 2015 and has held it in 25 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Ausdal Financial Partners held 21,892 shares of iShares Morningstar Mid-Cap Growth ETF worth $2.15M as of Q2 2026.
  • Ausdal Financial Partners bought 1,761 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $159K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.08% of Ausdal Financial Partners's portfolio in Q2 2026, its #236 holding.
  • Ausdal Financial Partners first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2015 and has held it in 25 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.