Clearstead Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Clearstead 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	$389K	Buy	3,961 +71	+2%	+$6.41K	﹤0.01%	841
2026 Q1	$306K	Hold	3,890	–	–	﹤0.01%	849
2025 Q4	$311K	Hold	3,890	–	–	﹤0.01%	801
2025 Q3	$322K	Hold	3,890	–	–	﹤0.01%	764
2025 Q2	$312K	Sell	3,890 -1	-0%	-$74	﹤0.01%	747
2025 Q1	$278K	Hold	3,891	–	–	﹤0.01%	733
2024 Q4	$294K	Hold	3,891	–	–	﹤0.01%	731
2024 Q3	$284K	Buy	3,891 +1	+0%	+$69	﹤0.01%	739
2024 Q2	$264K	Buy	+3,890	New	+$265K	﹤0.01%	728

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

Clearstead Advisors's IMCG Position: Q2 2026 in Review

Clearstead Advisors increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 1.8% in Q2 2026, buying an estimated $6.41K and bringing the position to 3,961 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Clearstead Advisors first reported a position in IMCG in Q2 2024 and has held it in 9 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Clearstead Advisors held 3,961 shares of iShares Morningstar Mid-Cap Growth ETF worth $389K as of Q2 2026.
Clearstead Advisors bought 71 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $6.41K.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #841 holding.
Clearstead Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.