Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Cetera Investment Advisers’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 		$95.4M Buy
970,838
+27,275
+3% +$2.46M 0.09% 236
2026
Q1 		$74.3M Buy
943,563
+26,636
+3% +$2.18M 0.08% 247
2025
Q4 		$73.2M Buy
916,927
+64,943
+8% +$5.28M 0.08% 239
2025
Q3 		$70.5M Buy
851,984
+520,460
+157% +$42.4M 0.08% 232
2025
Q2 		$26.6M Buy
331,524
+47,045
+17% +$3.5M 0.04% 418
2025
Q1 		$20.3M Buy
284,479
+27,911
+11% +$2.13M 0.04% 459
2024
Q4 		$19.4M Buy
256,568
+16,316
+7% +$1.25M 0.04% 442
2024
Q3 		$17.5M Buy
240,252
+30,840
+15% +$2.14M 0.04% 457
2024
Q2 		$14.2M Buy
209,412
+22,345
+12% +$1.52M 0.03% 516
2024
Q1 		$13.2M Buy
187,067
+169,195
+947% +$11.3M 0.03% 556
2023
Q4 		$1.15M Sell
17,872
-2,374
-12% -$139K 0.01% 1032
2023
Q3 		$1.16M Sell
20,246
-5,422
-21% -$327K 0.01% 980
2023
Q2 		$1.56M Buy
25,668
+1,002
+4% +$57.5K 0.01% 882
2023
Q1 		$1.42M Sell
24,666
-15,726
-39% -$899K 0.01% 881
2022
Q4 		$2.18M Buy
40,392
+21,429
+113% +$1.15M 0.02% 672
2022
Q3 		$955K Buy
18,963
+3,400
+22% +$190K 0.02% 735
2022
Q2 		$808K Sell
15,563
-11,339
-42% -$645K 0.01% 877
2022
Q1 		$1.73M Buy
26,902
+5,891
+28% +$379K 0.02% 610
2021
Q4 		$1.54M Buy
21,011
+4,934
+31% +$359K 0.02% 647
2021
Q3 		$1.11M Sell
16,077
-600
-4% -$42.4K 0.02% 738
2021
Q2 		$1.15M Buy
16,677
+387
+2% +$25.5K 0.02% 725
2021
Q1 		$1.03M Sell
16,290
-3,264
-17% -$211K 0.02% 664
2020
Q4 		$1.25M Buy
19,554
+6,498
+50% +$383K 0.02% 595
2020
Q3 		$697K Buy
13,056
+7,818
+149% +$408K 0.06% 319
2020
Q2 		$256K Buy
+5,238
New +$231K 0.02% 514

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers's IMCG Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 2.9% in Q2 2026, buying an estimated $2.46M and bringing the position to 970,838 shares worth $95.4M. The position accounts for 0.09% of the portfolio, ranked #236.

Cetera Investment Advisers first reported a position in IMCG in Q2 2020 and has held it in 25 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Cetera Investment Advisers held 970,838 shares of iShares Morningstar Mid-Cap Growth ETF worth $95.4M as of Q2 2026.
  • Cetera Investment Advisers bought 27,275 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.46M.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.09% of Cetera Investment Advisers's portfolio in Q2 2026, its #236 holding.
  • Cetera Investment Advisers first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.