KPP Advisory Services’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.26M Sell
12,803
-905
-7% -$81.7K 0.16% 121
2026
Q1
$1.08M Sell
13,708
-1,214
-8% -$99.5K 0.16% 130
2025
Q4
$1.19M Buy
14,922
+63
+0.4% +$5.12K 0.17% 123
2025
Q3
$1.23M Sell
14,859
-18
-0.1% -$1.47K 0.18% 119
2025
Q2
$1.19M Buy
14,877
+6,845
+85% +$509K 0.2% 113
2025
Q1
$574K Sell
8,032
-177
-2% -$13.5K 0.11% 158
2024
Q4
$620K Sell
8,209
-151
-2% -$11.6K 0.15% 126
2024
Q3
$610K Buy
8,360
+1,346
+19% +$93.4K 0.15% 121
2024
Q2
$475K Buy
7,014
+381
+6% +$25.9K 0.13% 137
2024
Q1
$469K Buy
+6,633
New +$442K 0.13% 134
2023
Q4
Sell
-4,804
Closed -$274K 170
2023
Q3
$274K Buy
+4,804
New +$290K 0.09% 164

Other funds holding IMCG

KPP Advisory Services's IMCG Position: Q2 2026 in Review

KPP Advisory Services reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 6.6% in Q2 2026, selling an estimated $81.7K and leaving 12,803 shares worth $1.26M. The position accounts for 0.16% of the portfolio, ranked #121.

KPP Advisory Services first reported a position in IMCG in Q3 2023 and has held it in 11 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • KPP Advisory Services held 12,803 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.26M as of Q2 2026.
  • KPP Advisory Services sold 905 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $81.7K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.16% of KPP Advisory Services's portfolio in Q2 2026, its #121 holding.
  • KPP Advisory Services first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2023 and has held it in 11 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.