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

LexAurum 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 		$428K Sell
4,355
-1
-0% -$90 0.05% 277
2026
Q1 		$343K Buy
+4,356
New +$357K 0.04% 302
2025
Q3 		$427K Buy
5,157
+338
+7% +$27.6K 0.06% 230
2025
Q2 		$387K Sell
4,819
-19
-0.4% -$1.41K 0.06% 230
2025
Q1 		$346K Sell
4,838
-143
-3% -$10.9K 0.07% 240
2024
Q4 		$376K Sell
4,981
-1
-0% -$77 0.07% 229
2024
Q3 		$364K Sell
4,982
-1,130
-18% -$78.4K 0.08% 211
2024
Q2 		$414K Buy
6,112
+385
+7% +$26.2K 0.1% 179
2024
Q1 		$405K Buy
5,727
+193
+3% +$12.9K 0.1% 180
2023
Q4 		$357K Buy
5,534
+279
+5% +$16.4K 0.09% 194
2023
Q3 		$300K Sell
5,255
-37
-0.7% -$2.23K 0.09% 214
2023
Q2 		$322K Buy
5,292
+102
+2% +$5.85K 0.1% 187
2023
Q1 		$299K Buy
5,190
+81
+2% +$4.63K 0.1% 192
2022
Q4 		$275K Buy
5,109
+198
+4% +$10.7K 0.1% 195
2022
Q3 		$247K Buy
+4,911
New +$274K 0.1% 201

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

LexAurum Advisors's IMCG Position: Q2 2026 in Review

LexAurum Advisors reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.02% in Q2 2026, selling an estimated $90 and leaving 4,355 shares worth $428K. The position accounts for 0.05% of the portfolio, ranked #277.

LexAurum Advisors first reported a position in IMCG in Q3 2022 and has held it in 15 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • LexAurum Advisors held 4,355 shares of iShares Morningstar Mid-Cap Growth ETF worth $428K as of Q2 2026.
  • LexAurum Advisors sold 1 iShares Morningstar Mid-Cap Growth ETF share in Q2 2026, an estimated $90.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.05% of LexAurum Advisors's portfolio in Q2 2026, its #277 holding.
  • LexAurum Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2022 and has held it in 15 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.