Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Envestnet Portfolio 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
Q1 		– Sell
-2,580
Closed -$206K – 1395
2025
Q4 		$206K Buy
+2,580
New +$210K ﹤0.01% 1454

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Portfolio Solutions's IMCG Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2026, closing a stake of 2,580 shares — an estimated $206K sold.

Envestnet Portfolio Solutions first reported a position in IMCG in Q4 2025 and held it in 1 quarter. The position peaked at $206K in Q4 2025. 401 funds tracked by Wall St. Rank hold IMCG as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 2,580 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $206K.
  • Envestnet Portfolio Solutions first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's iShares Morningstar Mid-Cap Growth ETF position peaked at $206K in Q4 2025.
  • 401 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.