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Networth Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Networth 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 		– Sell
-592
Closed -$46.6K – 407
2026
Q1 		$46.6K Buy
592
+3
+0.5% +$246 0.03% 92
2025
Q4 		$47K Buy
+589
New +$47.9K 0.03% 81

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

Networth Advisors's IMCG Position: Q2 2026 in Review

Networth Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026, closing a stake of 592 shares — an estimated $46.6K sold.

Networth Advisors first reported a position in IMCG in Q4 2025 and held it in 2 quarters. The position peaked at $47K in Q4 2025. 255 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Networth Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Networth Advisors sold 592 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $46.6K.
  • Networth Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2025 and held it in 2 quarters.
  • Networth Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $47K in Q4 2025.
  • 255 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.