Key Financial Inc’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Key Financial Inc’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	$3.54K	Sell	36 -60	-63%	-$5.41K	﹤0.01%	1075
2026 Q1	$7.56K	Hold	96	–	–	﹤0.01%	944
2025 Q4	$7.67K	Hold	96	–	–	﹤0.01%	947
2025 Q3	$7.91K	Hold	96	–	–	﹤0.01%	943
2025 Q2	$7.7K	Hold	96	–	–	﹤0.01%	926
2025 Q1	$6.86K	Hold	96	–	–	﹤0.01%	919
2024 Q4	$7.25K	Hold	96	–	–	﹤0.01%	890
2024 Q3	$7K	Hold	96	–	–	﹤0.01%	881
2024 Q2	$6.5K	Hold	96	–	–	﹤0.01%	887
2024 Q1	$6.79K	Hold	96	–	–	﹤0.01%	860
2023 Q4	$6.19K	Hold	96	–	–	﹤0.01%	858
2023 Q3	$5.48K	Hold	96	–	–	﹤0.01%	877
2023 Q2	$5.85K	Hold	96	–	–	﹤0.01%	874
2023 Q1	$5.53K	Hold	96	–	–	﹤0.01%	807
2022 Q4	$4.84K	Hold	96	–	–	﹤0.01%	798
2022 Q3	$5K	Hold	96	–	–	﹤0.01%	789
2022 Q2	$5K	Hold	96	–	–	﹤0.01%	792
2022 Q1	$6K	Hold	96	–	–	﹤0.01%	746
2021 Q4	$7K	Hold	96	–	–	﹤0.01%	652
2021 Q3	$7K	Hold	96	–	–	﹤0.01%	651
2021 Q2	$7K	Hold	96	–	–	﹤0.01%	639
2021 Q1	$6K	Hold	96	–	–	﹤0.01%	564
2020 Q4	$6K	Buy	+96	New	+$5.67K	﹤0.01%	524
2020 Q2	–	Sell	-96	Closed	-$4K	–	349
2020 Q1	$4K	Buy	+96	New	+$4.07K	﹤0.01%	528

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

Key Financial Inc's IMCG Position: Q2 2026 in Review

Key Financial Inc reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 63% in Q2 2026, selling an estimated $5.41K and leaving 36 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

Key Financial Inc first reported a position in IMCG in Q1 2020 and has held it in 24 quarters since. The position peaked at $7.91K in Q3 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Key Financial Inc held 36 shares of iShares Morningstar Mid-Cap Growth ETF worth $3.54K as of Q2 2026.
Key Financial Inc sold 60 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $5.41K.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1075 holding.
Key Financial Inc first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's iShares Morningstar Mid-Cap Growth ETF position peaked at $7.91K in Q3 2025.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.