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Innovative Asset Advisors Group’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Innovative Asset Advisors Group’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
-54
Closed -$4.25K – 632
2026
Q1 		$4.25K Buy
+54
New +$4.42K ﹤0.01% 795

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Innovative Asset Advisors Group's IMCG Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026, closing a stake of 54 shares — an estimated $4.25K sold.

Innovative Asset Advisors Group first reported a position in IMCG in Q1 2026 and held it in 1 quarter. The position peaked at $4.25K in Q1 2026. 404 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 54 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $4.25K.
  • Innovative Asset Advisors Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's iShares Morningstar Mid-Cap Growth ETF position peaked at $4.25K in Q1 2026.
  • 404 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.