Independent Advisor Alliance’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Independent Advisor Alliance’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	-9,444	Closed	-$744K	–	1353
2026 Q1	$744K	Buy	+9,444	New	+$774K	0.01%	967
2025 Q1	–	Sell	-2,959	Closed	-$224K	–	1086
2024 Q4	$224K	Buy	+2,959	New	+$226K	﹤0.01%	1252

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

Independent Advisor Alliance's IMCG Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026, closing a stake of 9,444 shares — an estimated $744K sold.

Independent Advisor Alliance first reported a position in IMCG in Q4 2024 and held it in 2 quarters. The position peaked at $744K in Q1 2026. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 9,444 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $744K.
Independent Advisor Alliance first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's iShares Morningstar Mid-Cap Growth ETF position peaked at $744K in Q1 2026.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.