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

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

Dynamic Advisor Solutions's IMCG Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 3.6% in Q2 2026, selling an estimated $13.4K and leaving 3,950 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #767.

Dynamic Advisor Solutions first reported a position in IMCG in Q1 2023 and has held it in 9 quarters since. The position peaked at $546K in Q1 2023. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Dynamic Advisor Solutions held 3,950 shares of iShares Morningstar Mid-Cap Growth ETF worth $388K as of Q2 2026.
Dynamic Advisor Solutions sold 148 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $13.4K.
iShares Morningstar Mid-Cap Growth ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #767 holding.
Dynamic Advisor Solutions first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2023 and has held it in 9 quarters since.
Dynamic Advisor Solutions's iShares Morningstar Mid-Cap Growth ETF position peaked at $546K in Q1 2023.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.