DAS
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Dynamic Advisor Solutions’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Dynamic Advisor 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
2026
Q2 		$388K Sell
3,950
-148
-4% -$13.4K 0.01% 767
2026
Q1 		$323K Buy
4,098
+237
+6% +$19.4K 0.01% 786
2025
Q4 		$308K Buy
3,861
+182
+5% +$14.8K 0.01% 768
2025
Q3 		$304K Sell
3,679
-152
-4% -$12.4K 0.01% 773
2025
Q2 		$307K Sell
3,831
-43
-1% -$3.2K 0.01% 736
2025
Q1 		$277K Buy
3,874
+314
+9% +$23.9K 0.01% 735
2024
Q4 		$269K Sell
3,560
-8
-0.2% -$612 0.01% 561
2024
Q3 		$260K Buy
+3,568
New +$247K 0.01% 806
2023
Q2 		– Sell
-9,494
Closed -$546K – 826
2023
Q1 		$546K Buy
+9,494
New +$543K 0.03% 450

Other funds holding IMCG

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return