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 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

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

Lido Advisors's IMCG Position: Q2 2026 in Review

Lido Advisors increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.07% in Q2 2026, buying an estimated $180 and bringing the position to 2,676 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1813.

Lido Advisors first reported a position in IMCG in Q1 2026 and has held it in 2 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Lido Advisors held 2,676 shares of iShares Morningstar Mid-Cap Growth ETF worth $263K as of Q2 2026.
Lido Advisors bought 2 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $180.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1813 holding.
Lido Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.