Golden State Equity Partners’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Golden State Equity Partners’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	–	Sell	-118	Closed	-$9.29K	–	1000
2026 Q1	$9.29K	Buy	+118	New	+$9.67K	﹤0.01%	1318

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

Golden State Equity Partners's IMCG Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026, closing a stake of 118 shares — an estimated $9.29K sold.

Golden State Equity Partners first reported a position in IMCG in Q1 2026 and held it in 1 quarter. The position peaked at $9.29K in Q1 2026. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Golden State Equity Partners reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 118 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $9.29K.
Golden State Equity Partners first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2026 and held it in 1 quarter.
Golden State Equity Partners's iShares Morningstar Mid-Cap Growth ETF position peaked at $9.29K in Q1 2026.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.