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 $13.4B AUM 22.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Foundations Investment Advisors's IMCG Position: Q3 2025 in Review

Foundations Investment Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2025, closing a stake of 4,774 shares — an estimated $383K sold.

Foundations Investment Advisors first reported a position in IMCG in Q1 2024 and held it in 5 quarters. The position peaked at $2.87M in Q4 2024. 356 funds tracked by Wall St. Rank hold IMCG as of Q3 2025.

Foundations Investment Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Foundations Investment Advisors sold 4,774 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2025, an estimated $383K.
Foundations Investment Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2024 and held it in 5 quarters.
Foundations Investment Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $2.87M in Q4 2024.
356 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2025.

Based on Foundations Investment Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.