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

Burt 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 Q3	$786K	Hold	9,504	–	–	0.19%	55
2025 Q2	$763K	Buy	9,504 +1,102	+13%	+$81.9K	0.17%	55
2025 Q1	$600K	Buy	8,402 +14	+0.2%	+$1.07K	0.15%	58
2024 Q4	$634K	Hold	8,388	–	–	0.16%	55
2024 Q3	$612K	Hold	8,388	–	–	0.15%	55
2024 Q2	$568K	Hold	8,388	–	–	0.15%	56
2024 Q1	$593K	Hold	8,388	–	–	0.15%	57
2023 Q4	$541K	Hold	8,388	–	–	0.15%	56
2023 Q3	$479K	Hold	8,388	–	–	0.15%	55
2023 Q2	$511K	Sell	8,388 -70	-0.8%	-$4.01K	0.15%	53
2023 Q1	$487K	Hold	8,458	–	–	0.15%	53
2022 Q4	$456K	Buy	+8,458	New	+$456K	0.15%	59
2021 Q1	–	Sell	-1,338	Closed	-$85K	–	217
2020 Q4	$85K	Hold	1,338	–	–	0.03%	142
2020 Q3	$71K	Sell	1,338 -162	-11%	-$8.45K	0.03%	149
2020 Q2	$73K	Buy	+1,500	New	+$66K	0.03%	148

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Burt Wealth Advisors's IMCG Position: Q3 2025 in Review

Burt Wealth Advisors held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q3 2025 at 9,504 shares worth $786K. The position accounts for 0.19% of the portfolio, ranked #55.

Burt Wealth Advisors first reported a position in IMCG in Q2 2020 and has held it in 15 quarters since. 356 funds tracked by Wall St. Rank hold IMCG as of Q3 2025.

Burt Wealth Advisors held 9,504 shares of iShares Morningstar Mid-Cap Growth ETF worth $786K as of Q3 2025.
Burt Wealth Advisors left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2025.
iShares Morningstar Mid-Cap Growth ETF made up 0.19% of Burt Wealth Advisors's portfolio in Q3 2025, its #55 holding.
Burt Wealth Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2020 and has held it in 15 quarters since.
356 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.