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 Q3	$341K	Sell	3,637 -313	-8%	-$30.2K	0.01%	792
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

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Dynamic Advisor Solutions's IMCG Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 7.9% in Q3 2026, selling an estimated $30.2K and leaving 3,637 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #792.

Dynamic Advisor Solutions first reported a position in IMCG in Q1 2023 and has held it in 10 quarters since. The position peaked at $546K in Q1 2023. 101 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

Dynamic Advisor Solutions held 3,637 shares of iShares Morningstar Mid-Cap Growth ETF worth $341K as of Q3 2026.
Dynamic Advisor Solutions sold 313 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $30.2K.
iShares Morningstar Mid-Cap Growth ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #792 holding.
Dynamic Advisor Solutions first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2023 and has held it in 10 quarters since.
Dynamic Advisor Solutions's iShares Morningstar Mid-Cap Growth ETF position peaked at $546K in Q1 2023.
101 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.