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

Eagle Bay 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 Q1	–	Sell	-2,400	Closed	-$192K	–	192
2025 Q4	$192K	Buy	+2,400	New	+$195K	0.14%	120
2025 Q1	–	Sell	-2,400	Closed	-$181K	–	524
2024 Q4	$181K	Hold	2,400	–	–	0.11%	121
2024 Q3	$175K	Hold	2,400	–	–	0.07%	189
2024 Q2	$163K	Hold	2,400	–	–	0.1%	139
2024 Q1	$170K	Hold	2,400	–	–	0.11%	146
2023 Q4	$155K	Hold	2,400	–	–	0.1%	162
2023 Q3	$137K	Hold	2,400	–	–	0.06%	192
2023 Q2	$146K	Hold	2,400	–	–	0.08%	153
2023 Q1	$138K	Hold	2,400	–	–	0.08%	171
2022 Q4	$129K	Hold	2,400	–	–	0.07%	185
2022 Q3	$121K	Hold	2,400	–	–	0.07%	176
2022 Q2	$125K	Buy	+2,400	New	+$137K	0.08%	167
2022 Q1	–	Sell	-2,400	Closed	-$176K	–	604
2021 Q4	$176K	Hold	2,400	–	–	0.11%	113
2021 Q3	$165K	Hold	2,400	–	–	0.09%	146
2021 Q2	$166K	Buy	+2,400	New	+$158K	0.13%	98

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Eagle Bay Advisors's IMCG Position: Q1 2026 in Review

Eagle Bay Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2026, closing a stake of 2,400 shares — an estimated $192K sold.

Eagle Bay Advisors first reported a position in IMCG in Q2 2021 and held it in 15 quarters. The position peaked at $192K in Q4 2025. 401 funds tracked by Wall St. Rank hold IMCG as of Q1 2026.

Eagle Bay Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Eagle Bay Advisors sold 2,400 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $192K.
Eagle Bay Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2021 and held it in 15 quarters.
Eagle Bay Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $192K in Q4 2025.
401 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Eagle Bay Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.