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Fortis Capital Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Fortis Capital 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 		– Sell
-3,452
Closed -$247K – 258
2025
Q1 		$247K Buy
+3,452
New +$263K 0.05% 220

Other funds holding IMCG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fortis Capital Advisors's IMCG Position: Q2 2025 in Review

Fortis Capital Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2025, closing a stake of 3,452 shares — an estimated $247K sold.

Fortis Capital Advisors first reported a position in IMCG in Q1 2025 and held it in 1 quarter. The position peaked at $247K in Q1 2025. 366 funds tracked by Wall St. Rank hold IMCG as of Q2 2025.

  • Fortis Capital Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Fortis Capital Advisors sold 3,452 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2025, an estimated $247K.
  • Fortis Capital Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2025 and held it in 1 quarter.
  • Fortis Capital Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $247K in Q1 2025.
  • 366 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2025.

Based on Fortis Capital Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.