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McAdam LLC’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

McAdam LLC’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 		$1.64M Sell
16,701
-4,799
-22% -$433K 0.06% 122
2026
Q1 		$1.69M Buy
21,500
+2,022
+10% +$166K 0.08% 120
2025
Q4 		$1.56M Sell
19,478
-237
-1% -$19.3K 0.07% 121
2025
Q3 		$1.63M Buy
19,715
+152
+0.8% +$12.4K 0.08% 117
2025
Q2 		$1.57M Buy
19,563
+14,415
+280% +$1.07M 0.09% 114
2025
Q1 		$368K Sell
5,148
-1,992
-28% -$152K 0.02% 228
2024
Q4 		$539K Sell
7,140
-56
-0.8% -$4.29K 0.03% 198
2024
Q3 		$525K Buy
7,196
+433
+6% +$30K 0.03% 193
2024
Q2 		$458K Buy
6,763
+64
+1% +$4.35K 0.03% 186
2024
Q1 		$473K Sell
6,699
-57
-0.8% -$3.8K 0.03% 173
2023
Q4 		$435K Buy
6,756
+1,175
+21% +$69K 0.03% 173
2023
Q3 		$319K Buy
5,581
+19
+0.3% +$1.15K 0.03% 193
2023
Q2 		$339K Sell
5,562
-99
-2% -$5.68K 0.03% 189
2023
Q1 		$326K Buy
+5,661
New +$324K 0.03% 191
2022
Q4 		– Sell
-23,677
Closed -$1.19M – 205
2022
Q3 		$1.19M Sell
23,677
-2,925
-11% -$163K 0.13% 90
2022
Q2 		$1.38M Buy
+26,602
New +$1.51M 0.15% 87

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

McAdam LLC's IMCG Position: Q2 2026 in Review

McAdam LLC reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 22% in Q2 2026, selling an estimated $433K and leaving 16,701 shares worth $1.64M. The position accounts for 0.06% of the portfolio, ranked #122.

McAdam LLC first reported a position in IMCG in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.69M in Q1 2026. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • McAdam LLC held 16,701 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.64M as of Q2 2026.
  • McAdam LLC sold 4,799 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $433K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.06% of McAdam LLC's portfolio in Q2 2026, its #122 holding.
  • McAdam LLC first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • McAdam LLC's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.69M in Q1 2026.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.