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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

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Raymond James Financial
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Ameriprise
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Cetera Investment Advisers
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Northwestern Mutual Wealth Management
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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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return