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

GHP 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
2026 Q2	$2.49M	Sell	25,337 -1,445	-5%	-$130K	0.09%	221
2026 Q1	$2.11M	Sell	26,782 -175	-0.6%	-$14.3K	0.09%	224
2025 Q4	$2.15M	Sell	26,957 -174	-0.6%	-$14.1K	0.09%	224
2025 Q3	$2.24M	Sell	27,131 -368	-1%	-$30K	0.09%	212
2025 Q2	$2.21M	Buy	27,499 +10	+0%	+$744	0.1%	211
2025 Q1	$1.96M	Buy	27,489 +10	+0%	+$762	0.09%	223
2024 Q4	$2.08M	Sell	27,479 -21	-0.1%	-$1.61K	0.1%	221
2024 Q3	$2.01M	Sell	27,500 -5	-0%	-$347	0.09%	227
2024 Q2	$1.86M	Sell	27,505 -424	-2%	-$28.8K	0.09%	230
2024 Q1	$1.97M	Sell	27,929 -222	-0.8%	-$14.8K	0.1%	227
2023 Q4	$1.81M	Sell	28,151 -1,084	-4%	-$63.7K	0.1%	225
2023 Q3	$1.66M	Buy	29,235 +60	+0.2%	+$3.62K	0.1%	222
2023 Q2	$1.76M	Sell	29,175 -362	-1%	-$20.8K	0.1%	225
2023 Q1	$1.7M	Sell	29,537 -21	-0.1%	-$1.2K	0.11%	229
2022 Q4	$1.59M	Sell	29,558 -696	-2%	-$37.5K	0.11%	228
2022 Q3	$1.52M	Buy	30,254 +2,006	+7%	+$112K	0.12%	222
2022 Q2	$1.47M	Buy	28,248 +2,102	+8%	+$120K	0.11%	222
2022 Q1	$1.68M	Buy	26,146 +22	+0.1%	+$1.42K	0.11%	219
2021 Q4	$1.91M	Buy	26,124 +97	+0.4%	+$7.05K	0.14%	188
2021 Q3	$1.79M	Buy	26,027 +659	+3%	+$46.5K	0.14%	180
2021 Q2	$1.75M	Buy	25,368 +150	+0.6%	+$9.89K	0.14%	176
2021 Q1	$1.59M	Hold	25,218	–	–	0.14%	177
2020 Q4	$1.61M	Sell	25,218 -1,146	-4%	-$67.6K	0.15%	164
2020 Q3	$1.41M	Buy	26,364 +360	+1%	+$18.8K	0.16%	159
2020 Q2	$1.27M	Sell	26,004 -234	-0.9%	-$10.3K	0.16%	162
2020 Q1	$954K	Sell	26,238 -546	-2%	-$23.2K	0.14%	174
2019 Q4	$1.17M	Hold	26,784	–	–	0.13%	188
2019 Q3	$1.09M	Sell	26,784 -714	-3%	-$29.8K	0.14%	182
2019 Q2	$1.15M	Hold	27,498	–	–	0.14%	180
2019 Q1	$1.08M	Sell	27,498 -3,606	-12%	-$133K	0.14%	176
2018 Q4	$1.01M	Buy	31,104 +336	+1%	+$11.7K	0.15%	168
2018 Q3	$1.21M	Buy	30,768 +6	+0%	+$230	0.16%	161
2018 Q2	$1.12M	Hold	30,762	–	–	0.16%	163
2018 Q1	$1.07M	Hold	30,762	–	–	0.15%	169
2017 Q4	$1.04M	Sell	30,762 -2,994	-9%	-$98.4K	0.15%	170
2017 Q3	$1.07M	Hold	33,756	–	–	0.16%	169
2017 Q2	$1.03M	Hold	33,756	–	–	0.16%	168
2017 Q1	$979K	Buy	33,756 +6	+0%	+$171	0.17%	166
2016 Q4	$911K	Sell	33,750 -510	-1%	-$13.7K	0.17%	162
2016 Q3	$930K	Hold	34,260	–	–	0.19%	148
2016 Q2	$891K	Buy	34,260 +6	+0%	+$154	0.19%	148
2016 Q1	$869K	Buy	34,254 +6	+0%	+$142	0.2%	140
2015 Q4	$882K	Buy	34,248 +510	+2%	+$13.2K	0.21%	132
2015 Q3	$843K	Hold	33,738	–	–	0.22%	130
2015 Q2	$926K	Sell	33,738 -1,350	-4%	-$37.6K	0.23%	126
2015 Q1	$977K	Sell	35,088 -1,914	-5%	-$51.2K	0.26%	113
2014 Q4	$966K	Buy	37,002 +480	+1%	+$12.1K	0.27%	104
2014 Q3	$899K	Hold	36,522	–	–	0.27%	104
2014 Q2	$912K	Buy	36,522 +6	+0%	+$144	0.27%	103
2014 Q1	$882K	Buy	36,516 +3,300	+10%	+$79.7K	0.28%	93
2013 Q4	$790K	Hold	33,216	–	–	0.26%	106
2013 Q3	$736K	Buy	33,216 +540	+2%	+$11.6K	0.27%	98
2013 Q2	$657K	Buy	+32,676	New	+$655K	0.26%	100

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

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 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

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

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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GHP Investment Advisors's IMCG Position: Q2 2026 in Review

GHP Investment Advisors reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 5.4% in Q2 2026, selling an estimated $130K and leaving 25,337 shares worth $2.49M. The position accounts for 0.09% of the portfolio, ranked #221.

GHP Investment Advisors first reported a position in IMCG in Q2 2013 and has held it in 53 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

GHP Investment Advisors held 25,337 shares of iShares Morningstar Mid-Cap Growth ETF worth $2.49M as of Q2 2026.
GHP Investment Advisors sold 1,445 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $130K.
iShares Morningstar Mid-Cap Growth ETF made up 0.09% of GHP Investment Advisors's portfolio in Q2 2026, its #221 holding.
GHP Investment Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2013 and has held it in 53 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.