Capital Advisory Group Advisory Services’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,028
Closed -$216K 178
2025
Q1
$216K Sell
3,028
-355
-10% -$27.1K 0.08% 161
2024
Q4
$256K Buy
+3,383
New +$259K 0.09% 151

Other funds holding IMCG

Capital Advisory Group Advisory Services's IMCG Position: Q2 2025 in Review

Capital Advisory Group Advisory Services sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2025, closing a stake of 3,028 shares — an estimated $216K sold.

Capital Advisory Group Advisory Services first reported a position in IMCG in Q4 2024 and held it in 2 quarters. The position peaked at $256K in Q4 2024. 366 funds tracked by Wall St. Rank hold IMCG as of Q2 2025.

  • Capital Advisory Group Advisory Services reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 3,028 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2025, an estimated $216K.
  • Capital Advisory Group Advisory Services first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and held it in 2 quarters.
  • Capital Advisory Group Advisory Services's iShares Morningstar Mid-Cap Growth ETF position peaked at $256K in Q4 2024.
  • 366 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2025.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.