KWM
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Kingsview Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Kingsview Wealth Management’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 		$2.96M Sell
30,105
-201
-0.7% -$18.1K 0.04% 471
2026
Q1 		$2.39M Buy
30,306
+7
+0% +$573 0.03% 475
2025
Q4 		$2.42M Buy
30,299
+1,105
+4% +$89.8K 0.03% 446
2025
Q3 		$2.42M Buy
29,194
+58
+0.2% +$4.73K 0.04% 423
2025
Q2 		$2.34M Sell
29,136
-1,128
-4% -$83.9K 0.04% 407
2025
Q1 		$2.16M Buy
30,264
+1,414
+5% +$108K 0.04% 376
2024
Q4 		$2.18M Sell
28,850
-44,393
-61% -$3.4M 0.04% 373
2024
Q3 		$5.34M Buy
73,243
+4,320
+6% +$300K 0.11% 193
2024
Q2 		$4.67M Buy
68,923
+49,540
+256% +$3.37M 0.11% 193
2024
Q1 		$1.37M Buy
19,383
+4,343
+29% +$289K 0.03% 422
2023
Q4 		$969K Buy
15,040
+4,848
+48% +$285K 0.03% 477
2023
Q3 		$582K Buy
10,192
+2,942
+41% +$177K 0.02% 575
2023
Q2 		$442K Buy
7,250
+3,059
+73% +$175K 0.02% 630
2023
Q1 		$241K Buy
+4,191
New +$240K 0.01% 783
2022
Q2 		– Sell
-10,936
Closed -$703K – 862
2022
Q1 		$703K Sell
10,936
-1,090
-9% -$70.2K 0.03% 497
2021
Q4 		$881K Sell
12,026
-116
-1% -$8.44K 0.04% 440
2021
Q3 		$836K Buy
12,142
+687
+6% +$48.5K 0.04% 416
2021
Q2 		$794K Buy
11,455
+7,813
+215% +$515K 0.04% 432
2021
Q1 		$233K Buy
+3,642
New +$236K 0.01% 721

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

Kingsview Wealth Management's IMCG Position: Q2 2026 in Review

Kingsview Wealth Management reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.66% in Q2 2026, selling an estimated $18.1K and leaving 30,105 shares worth $2.96M. The position accounts for 0.04% of the portfolio, ranked #471.

Kingsview Wealth Management first reported a position in IMCG in Q1 2021 and has held it in 19 quarters since. The position peaked at $5.34M in Q3 2024. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Kingsview Wealth Management held 30,105 shares of iShares Morningstar Mid-Cap Growth ETF worth $2.96M as of Q2 2026.
  • Kingsview Wealth Management sold 201 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $18.1K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.04% of Kingsview Wealth Management's portfolio in Q2 2026, its #471 holding.
  • Kingsview Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2021 and has held it in 19 quarters since.
  • Kingsview Wealth Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $5.34M in Q3 2024.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.