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Bay Colony Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Bay Colony 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
2026
Q2 		– Sell
-5,845
Closed -$460K – 515
2026
Q1 		$460K Sell
5,845
-120
-2% -$9.83K 0.06% 277
2025
Q4 		$476K Sell
5,965
-124
-2% -$10.1K 0.06% 290
2025
Q3 		$504K Buy
+6,089
New +$496K 0.06% 289

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

Bay Colony Advisors's IMCG Position: Q2 2026 in Review

Bay Colony Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026, closing a stake of 5,845 shares — an estimated $460K sold.

Bay Colony Advisors first reported a position in IMCG in Q3 2025 and held it in 3 quarters. The position peaked at $504K in Q3 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Bay Colony Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Bay Colony Advisors sold 5,845 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $460K.
  • Bay Colony Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2025 and held it in 3 quarters.
  • Bay Colony Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $504K in Q3 2025.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.