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

Kellett 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
Q1 		$4.46M Buy
56,619
+2,633
+5% +$216K 2.42% 10
2025
Q4 		$4.31M Buy
53,986
+1,039
+2% +$84.4K 2.46% 9
2025
Q3 		$4.38M Buy
52,947
+1,138
+2% +$92.8K 2.64% 9
2025
Q2 		$4.16M Sell
51,809
-788
-1% -$58.6K 2.71% 9
2025
Q1 		$3.76M Buy
52,597
+2,571
+5% +$196K 2.6% 8
2024
Q4 		$3.78M Buy
50,026
+2,802
+6% +$214K 2.6% 8
2024
Q3 		$3.45M Buy
47,224
+3,686
+8% +$256K 2.46% 9
2024
Q2 		$2.95M Buy
+43,538
New +$2.96M 2.38% 9

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return