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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
2026
Q2 		$233K Buy
+2,367
New +$214K 0.03% 372
2025
Q2 		– Sell
-3,452
Closed -$247K – 258
2025
Q1 		$247K Buy
+3,452
New +$263K 0.05% 220

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

Fortis Capital Advisors's IMCG Position: Q2 2026 in Review

Fortis Capital Advisors opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026: 2,367 shares worth $233K. The stake represents 0.03% of the portfolio and ranks #372 among its holdings. This is a return to the name: Fortis Capital Advisors previously reported a position in IMCG as recently as Q1 2025.

Fortis Capital Advisors first reported a position in IMCG in Q1 2025 and has held it in 2 quarters since. The position peaked at $247K in Q1 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Fortis Capital Advisors held 2,367 shares of iShares Morningstar Mid-Cap Growth ETF worth $233K as of Q2 2026.
  • iShares Morningstar Mid-Cap Growth ETF was a new Fortis Capital Advisors position in Q2 2026.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.03% of Fortis Capital Advisors's portfolio in Q2 2026, its #372 holding.
  • Fortis Capital Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2025 and has held it in 2 quarters since.
  • Fortis Capital Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $247K in Q1 2025.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.