Gladstone Institutional Advisory’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Gladstone Institutional Advisory’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	$790K	Buy	8,041 +59	+0.7%	+$5.32K	0.03%	469
2026 Q1	$629K	Buy	7,982 +1,474	+23%	+$121K	0.02%	484
2025 Q4	$520K	Buy	6,508 +828	+15%	+$67.3K	0.02%	492
2025 Q3	$470K	Sell	5,680 -284	-5%	-$23.2K	0.02%	528
2025 Q2	$479K	Buy	5,964 +186	+3%	+$13.8K	0.02%	505
2025 Q1	$413K	Sell	5,778 -23,692	-80%	-$1.81M	0.02%	512
2024 Q4	$2.23M	Buy	29,470 +24,362	+477%	+$1.86M	0.1%	209
2024 Q3	$373K	Sell	5,108 -3	-0.1%	-$208	0.02%	524
2024 Q2	$346K	Sell	5,111 -488	-9%	-$33.2K	0.02%	510
2024 Q1	$396K	Sell	5,599 -428	-7%	-$28.5K	0.02%	468
2023 Q4	$388K	Buy	6,027 +613	+11%	+$36K	0.02%	467
2023 Q3	$309K	Buy	+5,414	New	+$327K	0.02%	483
2021 Q2	–	Sell	-20,004	Closed	-$1.26M	–	531
2021 Q1	$1.26M	Sell	20,004 -10,848	-35%	-$702K	0.2%	115
2020 Q4	$1.97M	Buy	+30,852	New	+$1.82M	0.39%	60
2020 Q1	–	Sell	-5,868	Closed	-$257K	–	296
2019 Q4	$257K	Sell	5,868 -5,142	-47%	-$216K	0.06%	217
2019 Q3	$447K	Sell	11,010 -4,950	-31%	-$206K	0.11%	157
2019 Q2	$669K	Buy	15,960 +9,180	+135%	+$370K	0.2%	108
2019 Q1	$266K	Hold	6,780	–	–	0.1%	166
2018 Q4	$220K	Buy	+6,780	New	+$236K	0.13%	155

Other funds holding IMCG

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Gladstone Institutional Advisory's IMCG Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.74% in Q2 2026, buying an estimated $5.32K and bringing the position to 8,041 shares worth $790K. The position accounts for 0.03% of the portfolio, ranked #469.

Gladstone Institutional Advisory first reported a position in IMCG in Q4 2018 and has held it in 19 quarters since. The position peaked at $2.23M in Q4 2024. 149 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Gladstone Institutional Advisory held 8,041 shares of iShares Morningstar Mid-Cap Growth ETF worth $790K as of Q2 2026.
Gladstone Institutional Advisory bought 59 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $5.32K.
iShares Morningstar Mid-Cap Growth ETF made up 0.03% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #469 holding.
Gladstone Institutional Advisory first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2018 and has held it in 19 quarters since.
Gladstone Institutional Advisory's iShares Morningstar Mid-Cap Growth ETF position peaked at $2.23M in Q4 2024.
149 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.