Evanson Asset Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Evanson Asset Management’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	$236K	Hold	3,000	–	–	0.01%	290
2025 Q4	$240K	Hold	3,000	–	–	0.01%	299
2025 Q3	$248K	Hold	3,000	–	–	0.01%	289
2025 Q2	$241K	Hold	3,000	–	–	0.02%	297
2025 Q1	$214K	Hold	3,000	–	–	0.02%	291
2024 Q4	$227K	Hold	3,000	–	–	0.02%	284
2024 Q3	$219K	Hold	3,000	–	–	0.02%	288
2024 Q2	$203K	Hold	3,000	–	–	0.02%	283
2024 Q1	$212K	Buy	+3,000	New	+$200K	0.02%	287

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

Evanson Asset Management's IMCG Position: Q1 2026 in Review

Evanson Asset Management held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q1 2026 at 3,000 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #290.

Evanson Asset Management first reported a position in IMCG in Q1 2024 and has held it in 9 quarters since. The position peaked at $248K in Q3 2025. 401 funds tracked by Wall St. Rank hold IMCG as of Q1 2026.

Evanson Asset Management held 3,000 shares of iShares Morningstar Mid-Cap Growth ETF worth $236K as of Q1 2026.
Evanson Asset Management left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.01% of Evanson Asset Management's portfolio in Q1 2026, its #290 holding.
Evanson Asset Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
Evanson Asset Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $248K in Q3 2025.
401 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.