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 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 $11.8B AUM 9.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Everstar Asset Management reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 16% in Q1 2026, selling an estimated $71.3K and leaving 4,580 shares worth $361K. The position accounts for 0.19% of the portfolio, ranked #133.

Everstar Asset Management first reported a position in IMCG in Q3 2024 and has held it in 7 quarters since. The position peaked at $601K in Q4 2024. 401 funds tracked by Wall St. Rank hold IMCG as of Q1 2026.

Everstar Asset Management held 4,580 shares of iShares Morningstar Mid-Cap Growth ETF worth $361K as of Q1 2026.
Everstar Asset Management sold 870 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $71.3K.
iShares Morningstar Mid-Cap Growth ETF made up 0.19% of Everstar Asset Management's portfolio in Q1 2026, its #133 holding.
Everstar Asset Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
Everstar Asset Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $601K in Q4 2024.
401 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.