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

Lido 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 Q3	–	Sell	-2,676	Closed	-$263K	–	2153
2026 Q2	$263K	Buy	2,676 +2	+0.1%	+$180	﹤0.01%	1813
2026 Q1	$211K	Buy	+2,674	New	+$219K	﹤0.01%	1755

Other funds holding IMCG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Lido Advisors's IMCG Position: Q3 2026 in Review

Lido Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2026, closing a stake of 2,676 shares — an estimated $263K sold.

Lido Advisors first reported a position in IMCG in Q1 2026 and held it in 2 quarters. The position peaked at $263K in Q2 2026. 271 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

Lido Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2026 after selling out during the quarter.
Lido Advisors sold 2,676 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $263K.
Lido Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2026 and held it in 2 quarters.
Lido Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $263K in Q2 2026.
271 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.