EFA
IMCG icon

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

Edge Financial 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
2025
Q4 		$329K Sell
4,123
-99
-2% -$8.05K 0.14% 108
2025
Q3 		$349K Buy
+4,222
New +$344K 0.16% 101

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Edge Financial Advisors's IMCG Position: Q4 2025 in Review

Edge Financial Advisors reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 2.3% in Q4 2025, selling an estimated $8.05K and leaving 4,123 shares worth $329K. The position accounts for 0.14% of the portfolio, ranked #108.

Edge Financial Advisors first reported a position in IMCG in Q3 2025 and has held it in 2 quarters since. The position peaked at $349K in Q3 2025. 397 funds tracked by Wall St. Rank hold IMCG as of Q4 2025.

  • Edge Financial Advisors held 4,123 shares of iShares Morningstar Mid-Cap Growth ETF worth $329K as of Q4 2025.
  • Edge Financial Advisors sold 99 iShares Morningstar Mid-Cap Growth ETF shares in Q4 2025, an estimated $8.05K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.14% of Edge Financial Advisors's portfolio in Q4 2025, its #108 holding.
  • Edge Financial Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2025 and has held it in 2 quarters since.
  • Edge Financial Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $349K in Q3 2025.
  • 397 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.