Kestra Private Wealth Services’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Kestra Private Wealth Services’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	$893K	Sell	9,088 -2,278	-20%	-$206K	0.01%	959
2026 Q1	$895K	Buy	11,366 +5	+0%	+$410	0.01%	891
2025 Q4	$907K	Sell	11,361 -137	-1%	-$11.1K	0.01%	845
2025 Q3	$951K	Buy	11,498 +7	+0.1%	+$571	0.01%	805
2025 Q2	$922K	Sell	11,491 -685	-6%	-$50.9K	0.01%	773
2025 Q1	$870K	Buy	12,176 +1,551	+15%	+$118K	0.01%	728
2024 Q4	$803K	Buy	10,625 +2,287	+27%	+$175K	0.01%	730
2024 Q3	$608K	Sell	8,338 -2	-0%	-$139	0.01%	804
2024 Q2	$565K	Buy	8,340 +4,900	+142%	+$333K	0.01%	783
2024 Q1	$243K	Buy	3,440 +1	+0%	+$67	0.01%	1100
2023 Q4	$222K	Buy	+3,439	New	+$202K	0.01%	1071
2023 Q3	–	Sell	-3,439	Closed	-$210K	–	1195
2023 Q2	$210K	Buy	+3,439	New	+$197K	0.01%	951

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

Kestra Private Wealth Services's IMCG Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 20% in Q2 2026, selling an estimated $206K and leaving 9,088 shares worth $893K. The position accounts for 0.01% of the portfolio, ranked #959.

Kestra Private Wealth Services first reported a position in IMCG in Q2 2023 and has held it in 12 quarters since. The position peaked at $951K in Q3 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Kestra Private Wealth Services held 9,088 shares of iShares Morningstar Mid-Cap Growth ETF worth $893K as of Q2 2026.
Kestra Private Wealth Services sold 2,278 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $206K.
iShares Morningstar Mid-Cap Growth ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #959 holding.
Kestra Private Wealth Services first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2023 and has held it in 12 quarters since.
Kestra Private Wealth Services's iShares Morningstar Mid-Cap Growth ETF position peaked at $951K in Q3 2025.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.