Mount Yale Investment Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Mount Yale 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 Q2	$19.3M	Buy	196,090 +56,429	+40%	+$5.09M	0.36%	58
2026 Q1	$11M	Buy	139,661 +12,089	+9%	+$990K	0.26%	88
2025 Q4	$10.2M	Buy	127,572 +55,345	+77%	+$4.5M	0.49%	45
2025 Q3	$5.98M	Buy	+72,227	New	+$5.89M	0.42%	47
2023 Q1	–	Sell	-8,893	Closed	-$479K	–	506
2022 Q4	$479K	Buy	+8,893	New	+$479K	0.05%	285
2022 Q1	–	Sell	-2,953	Closed	-$216K	–	482
2021 Q4	$216K	Buy	+2,953	New	+$215K	0.02%	439

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

Mount Yale Investment Advisors's IMCG Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 40% in Q2 2026, buying an estimated $5.09M and bringing the position to 196,090 shares worth $19.3M. The position accounts for 0.36% of the portfolio, ranked #58.

Mount Yale Investment Advisors first reported a position in IMCG in Q4 2021 and has held it in 6 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Mount Yale Investment Advisors held 196,090 shares of iShares Morningstar Mid-Cap Growth ETF worth $19.3M as of Q2 2026.
Mount Yale Investment Advisors bought 56,429 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $5.09M.
iShares Morningstar Mid-Cap Growth ETF made up 0.36% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #58 holding.
Mount Yale Investment Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 6 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.