Elevation Capital Advisory’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Elevation Capital Advisory’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	–	Sell	-93,437	Closed	-$7.73M	–	69
2025 Q3	$7.73M	Buy	93,437 +88,524	+1,802%	+$7.22M	3.09%	13
2025 Q2	$394K	Sell	4,913 -117,347	-96%	-$8.73M	0.16%	49
2025 Q1	$8.73M	Buy	+122,260	New	+$9.32M	3.81%	9
2024 Q4	–	Sell	-128,942	Closed	-$9.41M	–	63
2024 Q3	$9.41M	Buy	+128,942	New	+$8.94M	4.15%	6

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 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

Elevation Capital Advisory's IMCG Position: Q4 2025 in Review

Elevation Capital Advisory sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q4 2025, closing a stake of 93,437 shares — an estimated $7.73M sold.

Elevation Capital Advisory first reported a position in IMCG in Q3 2024 and held it in 4 quarters. The position peaked at $9.41M in Q3 2024. 396 funds tracked by Wall St. Rank hold IMCG as of Q4 2025.

Elevation Capital Advisory reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Elevation Capital Advisory sold 93,437 iShares Morningstar Mid-Cap Growth ETF shares in Q4 2025, an estimated $7.73M.
Elevation Capital Advisory first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2024 and held it in 4 quarters.
Elevation Capital Advisory's iShares Morningstar Mid-Cap Growth ETF position peaked at $9.41M in Q3 2024.
396 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2025.

Based on Elevation Capital Advisory's 13F filing for Q4 2025, filed 26 Jan 2026.