Heartwood Wealth Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Heartwood Wealth 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	$593K	Buy	6,035 +2,089	+53%	+$188K	0.05%	132
2026 Q1	$311K	Buy	3,946 +297	+8%	+$24.3K	0.03%	172
2025 Q4	$291K	Buy	3,649 +1,508	+70%	+$123K	0.03%	163
2025 Q3	$177K	Buy	+2,141	New	+$175K	0.02%	206

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

Heartwood Wealth Advisors's IMCG Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 53% in Q2 2026, buying an estimated $188K and bringing the position to 6,035 shares worth $593K. The position accounts for 0.05% of the portfolio, ranked #132.

Heartwood Wealth Advisors first reported a position in IMCG in Q3 2025 and has held it in 4 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Heartwood Wealth Advisors held 6,035 shares of iShares Morningstar Mid-Cap Growth ETF worth $593K as of Q2 2026.
Heartwood Wealth Advisors bought 2,089 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $188K.
iShares Morningstar Mid-Cap Growth ETF made up 0.05% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #132 holding.
Heartwood Wealth Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.