Beam Wealth Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Beam 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
2026 Q2	$23.6M	Sell	239,990 -20,389	-8%	-$1.84M	5.2%	4
2026 Q1	$20.5M	Buy	260,379 +219,053	+530%	+$17.9M	5.11%	4
2025 Q4	$3.3M	Buy	41,326 +1,639	+4%	+$133K	0.91%	27
2025 Q3	$3.28M	Buy	39,687 +8,277	+26%	+$675K	0.89%	30
2025 Q2	$2.52M	Buy	31,410 +5,875	+23%	+$437K	0.75%	35
2025 Q1	$1.82M	Buy	25,535 +2,289	+10%	+$174K	0.62%	42
2024 Q4	$1.76M	Buy	23,246 +5,238	+29%	+$401K	0.56%	44
2024 Q3	$1.31M	Buy	18,008 +4,227	+31%	+$293K	0.4%	52
2024 Q2	$934K	Buy	+13,781	New	+$937K	0.31%	61
2022 Q4	–	Sell	-4,281	Closed	-$216K	–	110
2022 Q3	$216K	Sell	4,281 -55	-1%	-$3.07K	0.24%	91
2022 Q2	$225K	Sell	4,336 -5,851	-57%	-$333K	0.25%	92
2022 Q1	$655K	Buy	10,187 +494	+5%	+$31.8K	0.75%	43
2021 Q4	$710K	Buy	9,693 +482	+5%	+$35.1K	0.81%	41
2021 Q3	$634K	Sell	9,211 -118	-1%	-$8.33K	0.54%	58
2021 Q2	$643K	Sell	9,329 -3,307	-26%	-$218K	0.55%	59
2021 Q1	$796K	Buy	12,636 +156	+1%	+$10.1K	0.71%	52
2020 Q4	$796K	Sell	12,480 -2,148	-15%	-$127K	0.75%	48
2020 Q3	$781K	Sell	14,628 -288	-2%	-$15K	0.73%	45
2020 Q2	$750K	Buy	+14,916	New	+$657K	0.75%	45

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

Beam Wealth Advisors's IMCG Position: Q2 2026 in Review

Beam Wealth Advisors reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 7.8% in Q2 2026, selling an estimated $1.84M and leaving 239,990 shares worth $23.6M. The position accounts for 5.2% of the portfolio, ranked #4.

Beam Wealth Advisors first reported a position in IMCG in Q2 2020 and has held it in 19 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Beam Wealth Advisors held 239,990 shares of iShares Morningstar Mid-Cap Growth ETF worth $23.6M as of Q2 2026.
Beam Wealth Advisors sold 20,389 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.84M.
iShares Morningstar Mid-Cap Growth ETF made up 5.2% of Beam Wealth Advisors's portfolio in Q2 2026, its #4 holding.
Beam Wealth Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2020 and has held it in 19 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.