Janney Montgomery Scott
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Janney Montgomery Scott’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Janney Montgomery Scott’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 		$4.81M Sell
48,887
-1,139
-2% -$103K 0.01% 988
2026
Q1 		$3.94M Buy
50,026
+878
+2% +$71.9K 0.01% 954
2025
Q4 		$3.92M Buy
49,148
+169
+0.3% +$13.7K 0.01% 1014
2025
Q3 		$4.05M Buy
48,979
+1,323
+3% +$108K 0.01% 977
2025
Q2 		$3.82M Sell
47,656
-149
-0.3% -$11.1K 0.01% 915
2025
Q1 		$3.42M Buy
47,805
+1,478
+3% +$113K 0.01% 925
2024
Q4 		$3.5M Buy
46,327
+2,663
+6% +$204K 0.01% 910
2024
Q3 		$3.19M Buy
43,664
+2,862
+7% +$199K 0.01% 929
2024
Q2 		$2.76M Buy
40,802
+2,640
+7% +$180K 0.01% 953
2024
Q1 		$2.7M Sell
38,162
-7,346
-16% -$489K 0.01% 1016
2023
Q4 		$2.93M Buy
45,508
+12,434
+38% +$731K 0.01% 946
2023
Q3 		$1.89M Buy
33,074
+7,526
+29% +$454K 0.01% 1048
2023
Q2 		$1.56M Buy
+25,548
New +$1.47M 0.01% 1198
2022
Q1 		– Sell
-8,438
Closed -$618K – 2328
2021
Q4 		$618K Buy
+8,438
New +$614K ﹤0.01% 1595

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott's IMCG Position: Q2 2026 in Review

Janney Montgomery Scott reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 2.3% in Q2 2026, selling an estimated $103K and leaving 48,887 shares worth $4.81M. The position accounts for 0.01% of the portfolio, ranked #988.

Janney Montgomery Scott first reported a position in IMCG in Q4 2021 and has held it in 14 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Janney Montgomery Scott held 48,887 shares of iShares Morningstar Mid-Cap Growth ETF worth $4.81M as of Q2 2026.
  • Janney Montgomery Scott sold 1,139 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $103K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #988 holding.
  • Janney Montgomery Scott first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 14 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.