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

CoreCap 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	$56	Buy	+1	New	+$90	﹤0.01%	3113
2026 Q1	–	Sell	-254	Closed	-$20.8K	–	2883
2025 Q4	$20.2K	Buy	+254	New	+$20.6K	﹤0.01%	1675
2022 Q4	$6.04K	Buy	+112	New	+$6.03K	﹤0.01%	1701
2022 Q3	–	Sell	-112	Closed	-$6K	–	1268
2022 Q2	$6K	Buy	+112	New	+$6.38K	﹤0.01%	1621
2022 Q1	–	Sell	-1,600	Closed	-$117K	–	1268
2021 Q4	$117K	Buy	+1,600	New	+$116K	0.01%	696

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

CoreCap Advisors's IMCG Position: Q2 2026 in Review

CoreCap Advisors opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026: 1 share worth $56. The stake represents ﹤0.01% of the portfolio and ranks #3113 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in IMCG as recently as Q4 2025.

CoreCap Advisors first reported a position in IMCG in Q4 2021 and has held it in 5 quarters since. The position peaked at $117K in Q4 2021. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

CoreCap Advisors held 1 share of iShares Morningstar Mid-Cap Growth ETF worth $56 as of Q2 2026.
iShares Morningstar Mid-Cap Growth ETF was a new CoreCap Advisors position in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #3113 holding.
CoreCap Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 5 quarters since.
CoreCap Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $117K in Q4 2021.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.