Certified Advisory Corp’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Certified Advisory Corp’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	$10.9M	Buy	111,060 +13,194	+13%	+$1.19M	0.88%	35
2026 Q1	$7.71M	Buy	97,866 +18,194	+23%	+$1.49M	0.69%	45
2025 Q4	$6.36M	Buy	79,672 +4,075	+5%	+$331K	0.58%	53
2025 Q3	$6.25M	Sell	75,597 -946	-1%	-$77.1K	0.59%	53
2025 Q2	$6.14M	Buy	76,543 +9,411	+14%	+$700K	0.64%	51
2025 Q1	$4.8M	Sell	67,132 -469	-0.7%	-$35.7K	0.54%	56
2024 Q4	$5.11M	Buy	67,601 +3,566	+6%	+$273K	0.55%	57
2024 Q3	$4.67M	Buy	64,035 +2,934	+5%	+$204K	0.52%	61
2024 Q2	$4.14M	Sell	61,101 -1,308	-2%	-$88.9K	0.52%	59
2024 Q1	$4.41M	Sell	62,409 -3,688	-6%	-$246K	0.62%	54
2023 Q4	$4.26M	Buy	66,097 +637	+1%	+$37.4K	0.65%	51
2023 Q3	$3.74M	Sell	65,460 -1,949	-3%	-$118K	0.69%	47
2023 Q2	$4.11M	Buy	67,409 +3,274	+5%	+$188K	0.76%	38
2023 Q1	$3.69M	Buy	64,135 +1,594	+3%	+$91.1K	0.66%	42
2022 Q4	$3.37M	Buy	62,541 +9,562	+18%	+$515K	0.67%	39
2022 Q3	$2.67M	Sell	52,979 -7,444	-12%	-$415K	0.61%	45
2022 Q2	$3.14M	Buy	60,423 +14,069	+30%	+$801K	0.7%	38
2022 Q1	$2.98M	Buy	46,354 +6,245	+16%	+$402K	0.63%	45
2021 Q4	$2.94M	Buy	40,109 +20,088	+100%	+$1.46M	0.65%	45
2021 Q3	$1.38M	Buy	20,021 +8,788	+78%	+$621K	0.34%	76
2021 Q2	$774K	Buy	11,233 +5,047	+82%	+$333K	0.19%	117
2021 Q1	$390K	Buy	+6,186	New	+$401K	0.1%	150
2020 Q2	$59K	Buy	+1,200	New	+$52.8K	0.02%	282

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

Certified Advisory Corp's IMCG Position: Q2 2026 in Review

Certified Advisory Corp increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 13% in Q2 2026, buying an estimated $1.19M and bringing the position to 111,060 shares worth $10.9M. The position accounts for 0.88% of the portfolio, ranked #35.

Certified Advisory Corp first reported a position in IMCG in Q2 2020 and has held it in 23 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Certified Advisory Corp held 111,060 shares of iShares Morningstar Mid-Cap Growth ETF worth $10.9M as of Q2 2026.
Certified Advisory Corp bought 13,194 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.19M.
iShares Morningstar Mid-Cap Growth ETF made up 0.88% of Certified Advisory Corp's portfolio in Q2 2026, its #35 holding.
Certified Advisory Corp first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2020 and has held it in 23 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.