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Foundations Investment Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Foundations Investment 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
Q3 		– Sell
-4,774
Closed -$383K – 1065
2025
Q2 		$383K Sell
4,774
-379
-7% -$28.2K 0.01% 664
2025
Q1 		$368K Sell
5,153
-32,853
-86% -$2.5M 0.01% 652
2024
Q4 		$2.87M Buy
38,006
+35,171
+1,241% +$2.69M 0.06% 238
2024
Q3 		$207K Buy
+2,835
New +$197K ﹤0.01% 769
2024
Q2 		– Sell
-3,087
Closed -$218K – 773
2024
Q1 		$218K Buy
+3,087
New +$206K 0.01% 659

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return