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

Glass Jacobson 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
Q2 		– Sell
-126
Closed -$9.52K – 686
2025
Q1 		$9.52K Hold
126
– – ﹤0.01% 602
2024
Q4 		$9.52K Buy
126
+104
+473% +$7.96K ﹤0.01% 602
2024
Q3 		$1.61K Hold
22
– – ﹤0.01% 695
2024
Q2 		$1.49K Buy
+22
New +$1.5K ﹤0.01% 692

Other funds holding IMCG

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
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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Glass Jacobson Investment Advisors's IMCG Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2025, closing a stake of 126 shares — an estimated $9.52K sold.

Glass Jacobson Investment Advisors first reported a position in IMCG in Q2 2024 and held it in 4 quarters. The position peaked at $9.52K in Q1 2025. 366 funds tracked by Wall St. Rank hold IMCG as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 126 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2025, an estimated $9.52K.
  • Glass Jacobson Investment Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2024 and held it in 4 quarters.
  • Glass Jacobson Investment Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $9.52K in Q1 2025.
  • 366 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.