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

Lloyd Advisory Services’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	$3.55K	Sell	36 -495	-93%	-$44.7K	﹤0.01%	451
2026 Q1	$41.8K	Sell	531 -18,653	-97%	-$1.53M	0.01%	291
2025 Q4	$1.53M	Buy	+19,184	New	+$1.56M	0.59%	30
2025 Q3	–	Sell	-18,019	Closed	-$1.45M	–	103
2025 Q2	$1.45M	Sell	18,019 -1,291	-7%	-$96K	0.7%	34
2025 Q1	$1.38M	Buy	+19,310	New	+$1.47M	0.69%	32
2022 Q2	–	Sell	-979	Closed	-$63K	–	299
2022 Q1	$63K	Buy	+979	New	+$63K	0.03%	205
2021 Q4	–	Sell	-6	Closed	–	–	444
2021 Q3	$0	Hold	6	–	–	﹤0.01%	407
2021 Q2	$0	Sell	6 -6	-50%	-$396	﹤0.01%	409
2021 Q1	$1K	Sell	12 -38,436	-100%	-$2.49M	﹤0.01%	353
2020 Q4	$2.45M	Buy	+38,448	New	+$2.27M	1.34%	15
2020 Q1	–	Sell	-8,292	Closed	-$364K	–	336
2019 Q4	$364K	Buy	+8,292	New	+$348K	0.33%	41

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

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

Lloyd Advisory Services reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 93% in Q2 2026, selling an estimated $44.7K and leaving 36 shares worth $3.55K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Lloyd Advisory Services first reported a position in IMCG in Q4 2019 and has held it in 11 quarters since. The position peaked at $2.45M in Q4 2020. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Lloyd Advisory Services held 36 shares of iShares Morningstar Mid-Cap Growth ETF worth $3.55K as of Q2 2026.
Lloyd Advisory Services sold 495 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $44.7K.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #451 holding.
Lloyd Advisory Services first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 11 quarters since.
Lloyd Advisory Services's iShares Morningstar Mid-Cap Growth ETF position peaked at $2.45M in Q4 2020.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.