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

Kingswood Wealth 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	$5.1M	Buy	51,858 +246	+0.5%	+$22.2K	0.21%	116
2026 Q1	$4.07M	Buy	51,612 +686	+1%	+$56.2K	0.19%	126
2025 Q4	$4.07M	Buy	50,926 +32	+0.1%	+$2.6K	0.2%	117
2025 Q3	$4.21M	Buy	50,894 +2,681	+6%	+$219K	0.25%	97
2025 Q2	$3.87M	Buy	48,213 +408	+0.9%	+$30.3K	0.31%	68
2025 Q1	$3.41M	Sell	47,805 -13	-0%	-$991	0.31%	72
2024 Q4	$3.61M	Buy	47,818 +31,824	+199%	+$2.43M	0.27%	77
2024 Q3	$1.17M	Buy	15,994 +8,612	+117%	+$597K	0.08%	258
2024 Q2	$500K	Buy	7,382 +1,347	+22%	+$91.6K	0.05%	388
2024 Q1	$427K	Buy	+6,035	New	+$402K	0.05%	387

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

Kingswood Wealth Advisors's IMCG Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.48% in Q2 2026, buying an estimated $22.2K and bringing the position to 51,858 shares worth $5.1M. The position accounts for 0.21% of the portfolio, ranked #116.

Kingswood Wealth Advisors first reported a position in IMCG in Q1 2024 and has held it in 10 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Kingswood Wealth Advisors held 51,858 shares of iShares Morningstar Mid-Cap Growth ETF worth $5.1M as of Q2 2026.
Kingswood Wealth Advisors bought 246 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $22.2K.
iShares Morningstar Mid-Cap Growth ETF made up 0.21% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #116 holding.
Kingswood Wealth Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.