EverSource Wealth Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

EverSource Wealth 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
2026 Q2	$10.3K	Sell	105 -105	-50%	-$9.47K	﹤0.01%	2896
2026 Q1	$16.6K	Buy	210 +105	+100%	+$8.6K	﹤0.01%	2625
2025 Q4	$8.38K	Hold	105	–	–	﹤0.01%	2885
2025 Q3	$8.69K	Hold	105	–	–	﹤0.01%	2900
2025 Q2	$8.42K	Hold	105	–	–	﹤0.01%	2917
2025 Q1	$7.5K	Hold	105	–	–	﹤0.01%	2280
2024 Q4	$7.93K	Hold	105	–	–	﹤0.01%	2125
2024 Q3	$7.66K	Hold	105	–	–	﹤0.01%	2013
2024 Q2	$7.28K	Hold	105	–	–	﹤0.01%	2042
2024 Q1	$6.98K	Hold	105	–	–	﹤0.01%	1872
2023 Q4	$6.77K	Buy	+105	New	+$6.17K	﹤0.01%	1737

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

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EverSource Wealth Advisors's IMCG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 50% in Q2 2026, selling an estimated $9.47K and leaving 105 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2896.

EverSource Wealth Advisors first reported a position in IMCG in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.6K in Q1 2026. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

EverSource Wealth Advisors held 105 shares of iShares Morningstar Mid-Cap Growth ETF worth $10.3K as of Q2 2026.
EverSource Wealth Advisors sold 105 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $9.47K.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2896 holding.
EverSource Wealth Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
EverSource Wealth Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $16.6K in Q1 2026.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.