McKinley Carter Wealth Services’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

McKinley Carter Wealth 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
2025 Q2	–	Sell	-4,183	Closed	-$299K	–	312
2025 Q1	$299K	Sell	4,183 -2	-0%	-$152	0.02%	258
2024 Q4	$316K	Sell	4,185 -3,212	-43%	-$246K	0.02%	244
2024 Q3	$540K	Sell	7,397 -850	-10%	-$59K	0.03%	202
2024 Q2	$559K	Sell	8,247 -54	-0.7%	-$3.67K	0.04%	197
2024 Q1	$587K	Sell	8,301 -1,077	-11%	-$71.7K	0.04%	196
2023 Q4	$604K	Sell	9,378 -3,172	-25%	-$186K	0.04%	186
2023 Q3	$717K	Sell	12,550 -4,594	-27%	-$277K	0.06%	168
2023 Q2	$1.04M	Sell	17,144 -146,992	-90%	-$8.43M	0.08%	145
2023 Q1	$9.45M	Buy	164,136 +7,955	+5%	+$455K	0.74%	27
2022 Q4	$8.42M	Buy	156,181 +4,761	+3%	+$256K	0.71%	28
2022 Q3	$7.63M	Buy	+151,420	New	+$8.44M	0.71%	29

Other funds holding IMCG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

McKinley Carter Wealth Services's IMCG Position: Q2 2025 in Review

McKinley Carter Wealth Services sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2025, closing a stake of 4,183 shares — an estimated $299K sold.

McKinley Carter Wealth Services first reported a position in IMCG in Q3 2022 and held it in 11 quarters. The position peaked at $9.45M in Q1 2023. 366 funds tracked by Wall St. Rank hold IMCG as of Q2 2025.

McKinley Carter Wealth Services reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
McKinley Carter Wealth Services sold 4,183 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2025, an estimated $299K.
McKinley Carter Wealth Services first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2022 and held it in 11 quarters.
McKinley Carter Wealth Services's iShares Morningstar Mid-Cap Growth ETF position peaked at $9.45M in Q1 2023.
366 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2025.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2025, filed 24 Jul 2025.