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

Coppell Advisory Solutions’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
2025 Q2	–	Sell	-2,989	Closed	-$271K	–	391
2025 Q1	$271K	Buy	2,989 +1,010	+51%	+$77K	0.04%	279
2024 Q4	$150K	Buy	+1,979	New	+$151K	0.02%	332
2023 Q3	–	Sell	-150	Closed	-$9.05K	–	1357
2023 Q2	$9.05K	Buy	+150	New	+$8.6K	﹤0.01%	718

Other funds holding IMCG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Coppell Advisory Solutions's IMCG Position: Q2 2025 in Review

Coppell Advisory Solutions sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2025, closing a stake of 2,989 shares — an estimated $271K sold.

Coppell Advisory Solutions first reported a position in IMCG in Q2 2023 and held it in 3 quarters. The position peaked at $271K in Q1 2025. 366 funds tracked by Wall St. Rank hold IMCG as of Q2 2025.

Coppell Advisory Solutions reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 2,989 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2025, an estimated $271K.
Coppell Advisory Solutions first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2023 and held it in 3 quarters.
Coppell Advisory Solutions's iShares Morningstar Mid-Cap Growth ETF position peaked at $271K in Q1 2025.
366 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2025.

Based on Coppell Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.