Avior Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Avior Wealth Management’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	$30.5M	Sell	310,631 -135,475	-30%	-$12.2M	0.8%	32
2026 Q1	$35.1M	Sell	446,106 -179,614	-29%	-$14.7M	1%	20
2025 Q4	$50M	Sell	625,720 -9,538	-2%	-$775K	1.56%	9
2025 Q3	$52.6M	Buy	635,258 +21	+0%	+$1.71K	1.69%	9
2025 Q2	$51M	Buy	635,237 +22,204	+4%	+$1.65M	1.76%	9
2025 Q1	$43.8M	Buy	613,033 +55,065	+10%	+$4.2M	1.66%	11
2024 Q4	$42.1M	Buy	557,968 +10,058	+2%	+$770K	1.54%	10
2024 Q3	$40M	Buy	547,910 +24,367	+5%	+$1.69M	1.59%	9
2024 Q2	$35.5M	Buy	523,543 +156,496	+43%	+$10.6M	1.53%	10
2024 Q1	$25.9M	Buy	367,047 +189,430	+107%	+$12.6M	1.21%	15
2023 Q4	$11.4M	Buy	+177,617	New	+$10.4M	0.69%	31

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

Avior Wealth Management's IMCG Position: Q2 2026 in Review

Avior Wealth Management reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 30% in Q2 2026, selling an estimated $12.2M and leaving 310,631 shares worth $30.5M. The position accounts for 0.8% of the portfolio, ranked #32.

Avior Wealth Management first reported a position in IMCG in Q4 2023 and has held it in 11 quarters since. The position peaked at $52.6M in Q3 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Avior Wealth Management held 310,631 shares of iShares Morningstar Mid-Cap Growth ETF worth $30.5M as of Q2 2026.
Avior Wealth Management sold 135,475 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $12.2M.
iShares Morningstar Mid-Cap Growth ETF made up 0.8% of Avior Wealth Management's portfolio in Q2 2026, its #32 holding.
Avior Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Avior Wealth Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $52.6M in Q3 2025.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.