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

BlueChip 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	$244K	Sell	2,487 -142	-5%	-$12.8K	0.09%	153
2026 Q1	$207K	Sell	2,629 -2,934	-53%	-$240K	0.09%	138
2025 Q4	$444K	Buy	5,563 +2,881	+107%	+$234K	0.19%	92
2025 Q3	$222K	Sell	2,682 -3,007	-53%	-$245K	0.09%	148
2025 Q2	$456K	Buy	5,689 +150	+3%	+$11.2K	0.2%	86
2025 Q1	$396K	Buy	+5,539	New	+$422K	0.19%	97
2024 Q4	–	Sell	-6,829	Closed	-$498K	–	146
2024 Q3	$498K	Buy	6,829 +115	+2%	+$7.98K	0.26%	75
2024 Q2	$455K	Buy	6,714 +292	+5%	+$19.9K	0.27%	75
2024 Q1	$454K	Buy	6,422 +250	+4%	+$16.6K	0.29%	65
2023 Q4	$398K	Buy	+6,172	New	+$363K	0.28%	74

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

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

BlueChip Wealth Advisors reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 5.4% in Q2 2026, selling an estimated $12.8K and leaving 2,487 shares worth $244K. The position accounts for 0.09% of the portfolio, ranked #153.

BlueChip Wealth Advisors first reported a position in IMCG in Q4 2023 and has held it in 10 quarters since. The position peaked at $498K in Q3 2024. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

BlueChip Wealth Advisors held 2,487 shares of iShares Morningstar Mid-Cap Growth ETF worth $244K as of Q2 2026.
BlueChip Wealth Advisors sold 142 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $12.8K.
iShares Morningstar Mid-Cap Growth ETF made up 0.09% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #153 holding.
BlueChip Wealth Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
BlueChip Wealth Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $498K in Q3 2024.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.