First Horizon Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

First Horizon 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
2025 Q2	$718K	Sell	8,945 -18	-0.2%	-$1.34K	0.02%	297
2025 Q1	$640K	Sell	8,963 -3,280	-27%	-$250K	0.02%	295
2024 Q4	$925K	Sell	12,243 -15	-0.1%	-$1.15K	0.03%	258
2024 Q3	$894K	Buy	12,258 +232	+2%	+$16.1K	0.02%	263
2024 Q2	$815K	Sell	12,026 -315	-3%	-$21.4K	0.02%	270
2024 Q1	$872K	Sell	12,341 -4,678	-27%	-$312K	0.03%	269
2023 Q4	$1.1M	Sell	17,019 -1,802	-10%	-$106K	0.04%	243
2023 Q3	$1.08M	Sell	18,821 -8,671	-32%	-$523K	0.04%	237
2023 Q2	$1.68M	Sell	27,492 -11,678	-30%	-$670K	0.06%	218
2023 Q1	$2.25M	Sell	39,170 -61,953	-61%	-$3.54M	0.08%	204
2022 Q4	$5.45M	Sell	101,123 -129,303	-56%	-$6.97M	0.2%	144
2022 Q3	$11.6M	Sell	230,426 -118,585	-34%	-$6.61M	0.47%	63
2022 Q2	$18.1M	Buy	349,011 +346,959	+16,908%	+$19.8M	0.64%	51
2022 Q1	$132K	Hold	2,052	–	–	0.01%	446
2021 Q4	$150K	Sell	2,052 -906	-31%	-$65.9K	﹤0.01%	563
2021 Q3	$204K	Hold	2,958	–	–	0.01%	499
2021 Q2	$204K	Hold	2,958	–	–	0.01%	401
2021 Q1	$186K	Hold	2,958	–	–	0.01%	391
2020 Q4	$189K	Hold	2,958	–	–	0.01%	328
2020 Q3	$158K	Hold	2,958	–	–	0.01%	335
2020 Q2	$145K	Hold	2,958	–	–	0.01%	337
2020 Q1	$108K	Hold	2,958	–	–	0.01%	354
2019 Q4	$130K	Hold	2,958	–	–	0.01%	388
2019 Q3	$120K	Hold	2,958	–	–	0.01%	393
2019 Q2	$124K	Buy	2,958 +132	+5%	+$5.33K	0.01%	400
2019 Q1	$111K	Sell	2,826 -516	-15%	-$19K	0.01%	399
2018 Q4	$108K	Sell	3,342 -6	-0.2%	-$209	0.01%	406
2018 Q3	$132K	Buy	3,348 +1,530	+84%	+$58.6K	0.01%	419
2018 Q2	$66K	Buy	+1,818	New	+$65.1K	0.01%	522

Other funds holding IMCG

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Horizon Advisors's IMCG Position: Q2 2025 in Review

First Horizon Advisors reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.2% in Q2 2025, selling an estimated $1.34K and leaving 8,945 shares worth $718K. The position accounts for 0.02% of the portfolio, ranked #297.

First Horizon Advisors first reported a position in IMCG in Q2 2018 and has held it in 29 quarters since. The position peaked at $18.1M in Q2 2022. 366 funds tracked by Wall St. Rank hold IMCG as of Q2 2025.

First Horizon Advisors held 8,945 shares of iShares Morningstar Mid-Cap Growth ETF worth $718K as of Q2 2025.
First Horizon Advisors sold 18 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2025, an estimated $1.34K.
iShares Morningstar Mid-Cap Growth ETF made up 0.02% of First Horizon Advisors's portfolio in Q2 2025, its #297 holding.
First Horizon Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2018 and has held it in 29 quarters since.
First Horizon Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $18.1M in Q2 2022.
366 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.