Milestones Private Investment Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Milestones Private Investment 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 Q1	–	Sell	-2,884	Closed	-$230K	–	96
2025 Q4	$230K	Hold	2,884	–	–	0.16%	109
2025 Q3	$239K	Hold	2,884	–	–	0.16%	108
2025 Q2	$231K	Buy	+2,884	New	+$214K	0.17%	106

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Milestones Private Investment Advisors's IMCG Position: Q1 2026 in Review

Milestones Private Investment Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2026, closing a stake of 2,884 shares — an estimated $230K sold.

Milestones Private Investment Advisors first reported a position in IMCG in Q2 2025 and held it in 3 quarters. The position peaked at $239K in Q3 2025. 401 funds tracked by Wall St. Rank hold IMCG as of Q1 2026.

Milestones Private Investment Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Milestones Private Investment Advisors sold 2,884 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $230K.
Milestones Private Investment Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2025 and held it in 3 quarters.
Milestones Private Investment Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $239K in Q3 2025.
401 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.