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Evolve Private Wealth’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Evolve Private Wealth’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 		– Sell
-6,987
Closed -$550K – 1116
2026
Q1 		$550K Hold
6,987
– – 0.03% 534
2025
Q4 		$558K Buy
+6,987
New +$568K 0.03% 493

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evolve Private Wealth's IMCG Position: Q2 2026 in Review

Evolve Private Wealth sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026, closing a stake of 6,987 shares — an estimated $550K sold.

Evolve Private Wealth first reported a position in IMCG in Q4 2025 and held it in 2 quarters. The position peaked at $558K in Q4 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Evolve Private Wealth reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 6,987 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $550K.
  • Evolve Private Wealth first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's iShares Morningstar Mid-Cap Growth ETF position peaked at $558K in Q4 2025.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.