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

Continuum Advisory’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	$2.75K	Buy	+28	New	+$2.53K	﹤0.01%	1646
2025 Q2	–	Sell	-22	Closed	-$1.57K	–	970
2025 Q1	$1.57K	Hold	22	–	–	﹤0.01%	1429
2024 Q4	$1.66K	Hold	22	–	–	﹤0.01%	1478
2024 Q3	$1.7K	Hold	22	–	–	﹤0.01%	1496
2024 Q2	$1.49K	Hold	22	–	–	﹤0.01%	1379
2024 Q1	$1.51K	Buy	+22	New	+$1.47K	﹤0.01%	1375

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

Continuum Advisory's IMCG Position: Q2 2026 in Review

Continuum Advisory opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026: 28 shares worth $2.75K. The stake represents ﹤0.01% of the portfolio and ranks #1646 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in IMCG as recently as Q1 2025.

Continuum Advisory first reported a position in IMCG in Q1 2024 and has held it in 6 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Continuum Advisory held 28 shares of iShares Morningstar Mid-Cap Growth ETF worth $2.75K as of Q2 2026.
iShares Morningstar Mid-Cap Growth ETF was a new Continuum Advisory position in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1646 holding.
Continuum Advisory first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2024 and has held it in 6 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.