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

Cerro Pacific 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	$6.26M	Buy	63,687 +5,376	+9%	+$485K	1.42%	21
2026 Q1	$4.59M	Buy	58,311 +11,288	+24%	+$925K	1.2%	22
2025 Q4	$3.75M	Buy	47,023 +5,597	+14%	+$455K	1.01%	27
2025 Q3	$3.43M	Buy	41,426 +8,717	+27%	+$711K	0.94%	28
2025 Q2	$2.62M	Buy	32,709 +18,371	+128%	+$1.37M	0.73%	36
2025 Q1	$1.08M	Buy	14,338 +9,450	+193%	+$720K	0.35%	60
2024 Q4	$357K	Buy	+4,888	New	+$374K	0.12%	120

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

Cerro Pacific Wealth Advisors's IMCG Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 9.2% in Q2 2026, buying an estimated $485K and bringing the position to 63,687 shares worth $6.26M. The position accounts for 1.42% of the portfolio, ranked #21.

Cerro Pacific Wealth Advisors first reported a position in IMCG in Q4 2024 and has held it in 7 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Cerro Pacific Wealth Advisors held 63,687 shares of iShares Morningstar Mid-Cap Growth ETF worth $6.26M as of Q2 2026.
Cerro Pacific Wealth Advisors bought 5,376 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $485K.
iShares Morningstar Mid-Cap Growth ETF made up 1.42% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #21 holding.
Cerro Pacific Wealth Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.