B. Riley Wealth Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

B. Riley Wealth Advisors’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	–	Sell	-10,232	Closed	-$731K	–	1209
2025 Q1	$731K	Sell	10,232 -1,117	-10%	-$85.1K	0.02%	612
2024 Q4	$857K	Buy	+11,349	New	+$868K	0.03%	504
2016 Q4	–	Sell	-9,006	Closed	-$245K	–	584
2016 Q3	$245K	Hold	9,006	–	–	0.05%	467
2016 Q2	$235K	Buy	9,006 +186	+2%	+$4.78K	0.05%	485
2016 Q1	$224K	Sell	8,820 -414	-4%	-$9.78K	0.05%	441
2015 Q4	$238K	Sell	9,234 -408	-4%	-$10.6K	0.05%	436
2015 Q3	$241K	Buy	9,642 +12	+0.1%	+$322	0.06%	415
2015 Q2	$265K	Hold	9,630	–	–	0.07%	370
2015 Q1	$268K	Hold	9,630	–	–	0.07%	394
2014 Q4	$251K	Hold	9,630	–	–	0.01%	1258
2014 Q3	$237K	Sell	9,630 -9,630	-50%	-$240K	0.06%	446
2014 Q2	$241K	Buy	19,260 +9,630	+100%	+$231K	0.06%	388
2014 Q1	$233K	Buy	9,630 +240	+3%	+$5.79K	0.07%	335
2013 Q4	$223K	Hold	9,390	–	–	0.07%	313
2013 Q3	$208K	Buy	9,390 +60	+0.6%	+$1.29K	0.07%	321
2013 Q2	$188K	Buy	+9,330	New	+$187K	0.06%	348

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

B. Riley Wealth Advisors's IMCG Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2025, closing a stake of 10,232 shares — an estimated $731K sold.

B. Riley Wealth Advisors first reported a position in IMCG in Q2 2013 and held it in 16 quarters. The position peaked at $857K in Q4 2024. 366 funds tracked by Wall St. Rank hold IMCG as of Q2 2025.

B. Riley Wealth Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 10,232 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2025, an estimated $731K.
B. Riley Wealth Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2013 and held it in 16 quarters.
B. Riley Wealth Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $857K in Q4 2024.
366 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.