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Key Client Fiduciary Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Key Client Fiduciary 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
Q2 		$1.05M Buy
10,660
+835
+8% +$75.3K 0.3% 66
2026
Q1 		$774K Buy
9,825
+104
+1% +$8.52K 0.26% 84
2025
Q4 		$776K Buy
9,721
+825
+9% +$67.1K 0.26% 81
2025
Q3 		$736K Buy
8,896
+1,076
+14% +$87.7K 0.24% 83
2025
Q2 		$627K Buy
7,820
+409
+6% +$30.4K 0.25% 86
2025
Q1 		$529K Buy
7,411
+1,287
+21% +$98.1K 0.24% 95
2024
Q4 		$463K Buy
6,124
+13
+0.2% +$995 0.2% 109
2024
Q3 		$446K Buy
6,111
+15
+0.2% +$1.04K 0.2% 108
2024
Q2 		$413K Buy
6,096
+10
+0.2% +$680 0.21% 107
2024
Q1 		$430K Buy
6,086
+11
+0.2% +$733 0.23% 108
2023
Q4 		$392K Sell
6,075
-325
-5% -$19.1K 0.23% 112
2023
Q3 		$366K Buy
6,400
+1,271
+25% +$76.7K 0.22% 112
2023
Q2 		$313K Sell
5,129
-11
-0.2% -$631 0.18% 125
2023
Q1 		$296K Buy
5,140
+625
+14% +$35.7K 0.18% 120
2022
Q4 		$243K Sell
4,515
-828
-15% -$44.6K 0.16% 128
2022
Q3 		$269K Buy
5,343
+410
+8% +$22.9K 0.24% 86
2022
Q2 		$256K Sell
4,933
-929
-16% -$52.9K 0.25% 93
2022
Q1 		$377K Buy
5,862
+393
+7% +$25.3K 0.3% 81
2021
Q4 		$401K Buy
+5,469
New +$398K 0.33% 69

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

Key Client Fiduciary Advisors's IMCG Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 8.5% in Q2 2026, buying an estimated $75.3K and bringing the position to 10,660 shares worth $1.05M. The position accounts for 0.3% of the portfolio, ranked #66.

Key Client Fiduciary Advisors first reported a position in IMCG in Q4 2021 and has held it in 19 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Key Client Fiduciary Advisors held 10,660 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.05M as of Q2 2026.
  • Key Client Fiduciary Advisors bought 835 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $75.3K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.3% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #66 holding.
  • Key Client Fiduciary Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.