Cambridge Investment Research Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Cambridge Investment Research 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	$11.3M	Sell	114,747 -19,490	-15%	-$1.76M	0.03%	614
2026 Q1	$10.6M	Buy	134,237 +9,506	+8%	+$779K	0.03%	596
2025 Q4	$9.96M	Sell	124,731 -13,121	-10%	-$1.07M	0.03%	583
2025 Q3	$11.4M	Sell	137,852 -1,509	-1%	-$123K	0.03%	520
2025 Q2	$11.2M	Sell	139,361 -5,460	-4%	-$406K	0.03%	505
2025 Q1	$10.3M	Buy	144,821 +4,641	+3%	+$354K	0.03%	496
2024 Q4	$10.6M	Buy	140,180 +18,824	+16%	+$1.44M	0.04%	470
2024 Q3	$8.86M	Sell	121,356 -10,762	-8%	-$747K	0.03%	556
2024 Q2	$8.95M	Buy	132,118 +5,510	+4%	+$375K	0.03%	513
2024 Q1	$8.95M	Sell	126,608 -94,581	-43%	-$6.3M	0.03%	496
2023 Q4	$14.3M	Buy	221,189 +100,485	+83%	+$5.9M	0.06%	303
2023 Q3	$6.9M	Buy	120,704 +1,544	+1%	+$93.2K	0.03%	511
2023 Q2	$7.26M	Buy	119,160 +20,739	+21%	+$1.19M	0.03%	488
2023 Q1	$5.67M	Sell	98,421 -4,248	-4%	-$243K	0.03%	575
2022 Q4	$5.53M	Sell	102,669 -10,094	-9%	-$544K	0.03%	564
2022 Q3	$5.68M	Sell	112,763 -12,774	-10%	-$712K	0.03%	513
2022 Q2	$6.52M	Buy	125,537 +17,527	+16%	+$998K	0.04%	474
2022 Q1	$6.94M	Buy	108,010 +5,331	+5%	+$343K	0.03%	506
2021 Q4	$7.52M	Buy	102,679 +1,573	+2%	+$114K	0.03%	486
2021 Q3	$6.96M	Buy	101,106 +2,831	+3%	+$200K	0.03%	479
2021 Q2	$6.77M	Sell	98,275 -49,163	-33%	-$3.24M	0.03%	500
2021 Q1	$9.29M	Sell	147,438 -5,130	-3%	-$332K	0.05%	357
2020 Q4	$9.73M	Buy	152,568 +36,390	+31%	+$2.15M	0.06%	316
2020 Q3	$6.21M	Buy	116,178 +65,136	+128%	+$3.4M	0.04%	399
2020 Q2	$2.49M	Sell	51,042 -8,664	-15%	-$381K	0.02%	679
2020 Q1	$2.17M	Buy	59,706 +10,152	+20%	+$431K	0.02%	633
2019 Q4	$2.17M	Sell	49,554 -12,918	-21%	-$542K	0.02%	749
2019 Q3	$2.54M	Sell	62,472 -6,060	-9%	-$253K	0.02%	660
2019 Q2	$2.87M	Buy	68,532 +20,736	+43%	+$837K	0.03%	586
2019 Q1	$1.87M	Buy	47,796 +2,274	+5%	+$83.6K	0.02%	745
2018 Q4	$1.48M	Sell	45,522 -3,480	-7%	-$121K	0.02%	755
2018 Q3	$1.93M	Buy	49,002 +28,902	+144%	+$1.11M	0.02%	703
2018 Q2	$733K	Sell	20,100 -1,986	-9%	-$71.1K	0.01%	1178
2018 Q1	$771K	Buy	22,086 +330	+2%	+$11.6K	0.01%	1088
2017 Q4	$734K	Sell	21,756 -3,942	-15%	-$129K	0.01%	1072
2017 Q3	$812K	Buy	25,698 +16,524	+180%	+$510K	0.01%	947
2017 Q2	$280K	Buy	9,174 +186	+2%	+$5.55K	﹤0.01%	1550
2017 Q1	$261K	Buy	+8,988	New	+$256K	﹤0.01%	1469
2015 Q3	–	Sell	-13,674	Closed	-$375K	–	1534
2015 Q2	$375K	Hold	13,674	–	–	0.01%	949
2015 Q1	$381K	Sell	13,674 -1,404	-9%	-$37.5K	0.01%	933
2014 Q4	$393K	Sell	15,078 -1,848	-11%	-$46.6K	0.01%	889
2014 Q3	$417K	Buy	+16,926	New	+$422K	0.01%	915

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

Cambridge Investment Research Advisors's IMCG Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 15% in Q2 2026, selling an estimated $1.76M and leaving 114,747 shares worth $11.3M. The position accounts for 0.03% of the portfolio, ranked #614.

Cambridge Investment Research Advisors first reported a position in IMCG in Q3 2014 and has held it in 42 quarters since. The position peaked at $14.3M in Q4 2023. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Cambridge Investment Research Advisors held 114,747 shares of iShares Morningstar Mid-Cap Growth ETF worth $11.3M as of Q2 2026.
Cambridge Investment Research Advisors sold 19,490 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.76M.
iShares Morningstar Mid-Cap Growth ETF made up 0.03% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #614 holding.
Cambridge Investment Research Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2014 and has held it in 42 quarters since.
Cambridge Investment Research Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $14.3M in Q4 2023.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.