Avantax Advisory Services’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Avantax Advisory Services’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	$43.4M	Sell	541,319 -4,803	-0.9%	-$357K	0.24%	62
2025 Q1	$39M	Buy	546,122 +5,869	+1%	+$447K	0.24%	62
2024 Q4	$40.8M	Buy	540,253 +39,345	+8%	+$3.01M	0.26%	53
2024 Q3	$36.6M	Buy	500,908 +40,752	+9%	+$2.83M	0.24%	62
2024 Q2	$31.2M	Buy	460,156 +61,952	+16%	+$4.21M	0.22%	66
2024 Q1	$28.1M	Buy	398,204 +65,978	+20%	+$4.39M	0.25%	59
2023 Q4	$21.4M	Buy	332,226 +37,234	+13%	+$2.19M	0.21%	73
2023 Q3	$16.9M	Buy	294,992 +21,812	+8%	+$1.32M	0.19%	89
2023 Q2	$16.6M	Buy	273,180 +26,920	+11%	+$1.54M	0.19%	90
2023 Q1	$14.2M	Buy	246,260 +69,670	+39%	+$3.98M	0.17%	99
2022 Q4	$9.51M	Buy	176,590 +12,787	+8%	+$689K	0.13%	133
2022 Q3	$8.25M	Buy	163,803 +6,648	+4%	+$371K	0.13%	127
2022 Q2	$8.16M	Sell	157,155 -7,231	-4%	-$412K	0.12%	135
2022 Q1	$10.6M	Buy	164,386 +5,727	+4%	+$369K	0.15%	106
2021 Q4	$11.6M	Buy	158,659 +8,564	+6%	+$623K	0.18%	92
2021 Q3	$10.3M	Buy	150,095 +3,559	+2%	+$251K	0.17%	94
2021 Q2	$10.1M	Buy	146,536 +14,542	+11%	+$959K	0.18%	91
2021 Q1	$8.33M	Buy	131,994 +28,422	+27%	+$1.84M	0.18%	97
2020 Q4	$6.62M	Sell	103,572 -136,200	-57%	-$8.04M	0.16%	104
2020 Q3	$12.8M	Buy	239,772 +154,506	+181%	+$8.06M	0.21%	86
2020 Q2	$4.17M	Buy	85,266 +3,390	+4%	+$149K	0.12%	130
2020 Q1	$2.98M	Buy	81,876 +8,214	+11%	+$348K	0.09%	152
2019 Q4	$3.23M	Buy	73,662 +3,306	+5%	+$139K	0.07%	152
2019 Q3	$2.85M	Buy	70,356 +7,560	+12%	+$315K	0.12%	91
2019 Q2	$2.63M	Buy	62,796 +3,816	+6%	+$154K	0.12%	93
2019 Q1	$2.31M	Buy	58,980 +12,180	+26%	+$448K	0.12%	90
2018 Q4	$1.52M	Buy	+46,800	New	+$1.63M	0.26%	97

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

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

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Avantax Advisory Services's IMCG Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.88% in Q2 2025, selling an estimated $357K and leaving 541,319 shares worth $43.4M. The position accounts for 0.24% of the portfolio, ranked #62.

Avantax Advisory Services first reported a position in IMCG in Q4 2018 and has held it in 27 quarters since. 366 funds tracked by Wall St. Rank hold IMCG as of Q2 2025.

Avantax Advisory Services held 541,319 shares of iShares Morningstar Mid-Cap Growth ETF worth $43.4M as of Q2 2025.
Avantax Advisory Services sold 4,803 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2025, an estimated $357K.
iShares Morningstar Mid-Cap Growth ETF made up 0.24% of Avantax Advisory Services's portfolio in Q2 2025, its #62 holding.
Avantax Advisory Services first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2018 and has held it in 27 quarters since.
366 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.