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

Keyvantage Wealth’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	$916K	Sell	9,314 -83	-0.9%	-$7.49K	0.35%	37
2026 Q1	$740K	Sell	9,397 -276	-3%	-$22.6K	0.33%	45
2025 Q4	$772K	Sell	9,673 -99	-1%	-$8.05K	0.33%	44
2025 Q3	$808K	Sell	9,772 -126	-1%	-$10.3K	0.34%	40
2025 Q2	$794K	Sell	9,898 -680	-6%	-$50.6K	0.36%	36
2025 Q1	$756K	Sell	10,578 -13,147	-55%	-$1M	0.37%	39
2024 Q4	$1.79M	Buy	+23,725	New	+$1.82M	1.28%	21

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

Keyvantage Wealth's IMCG Position: Q2 2026 in Review

Keyvantage Wealth reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.88% in Q2 2026, selling an estimated $7.49K and leaving 9,314 shares worth $916K. The position accounts for 0.35% of the portfolio, ranked #37.

Keyvantage Wealth first reported a position in IMCG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.79M in Q4 2024. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Keyvantage Wealth held 9,314 shares of iShares Morningstar Mid-Cap Growth ETF worth $916K as of Q2 2026.
Keyvantage Wealth sold 83 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $7.49K.
iShares Morningstar Mid-Cap Growth ETF made up 0.35% of Keyvantage Wealth's portfolio in Q2 2026, its #37 holding.
Keyvantage Wealth first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Keyvantage Wealth's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.79M in Q4 2024.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.