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

Everstar 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 Q2	$449K	Sell	4,564 -16	-0.3%	-$1.44K	0.22%	127
2026 Q1	$361K	Sell	4,580 -870	-16%	-$71.3K	0.19%	133
2025 Q4	$435K	Hold	5,450	–	–	0.23%	118
2025 Q3	$451K	Hold	5,450	–	–	0.26%	117
2025 Q2	$437K	Sell	5,450 -1,200	-18%	-$89.2K	0.27%	118
2025 Q1	$475K	Sell	6,650 -1,310	-16%	-$99.8K	0.31%	101
2024 Q4	$601K	Sell	7,960 -100	-1%	-$7.65K	0.43%	61
2024 Q3	$588K	Buy	+8,060	New	+$559K	0.4%	72

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

Everstar Asset Management's IMCG Position: Q2 2026 in Review

Everstar Asset Management reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.35% in Q2 2026, selling an estimated $1.44K and leaving 4,564 shares worth $449K. The position accounts for 0.22% of the portfolio, ranked #127.

Everstar Asset Management first reported a position in IMCG in Q3 2024 and has held it in 8 quarters since. The position peaked at $601K in Q4 2024. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Everstar Asset Management held 4,564 shares of iShares Morningstar Mid-Cap Growth ETF worth $449K as of Q2 2026.
Everstar Asset Management sold 16 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.44K.
iShares Morningstar Mid-Cap Growth ETF made up 0.22% of Everstar Asset Management's portfolio in Q2 2026, its #127 holding.
Everstar Asset Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
Everstar Asset Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $601K in Q4 2024.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.