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

NewEdge 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	$10.7M	Buy	109,197 +16,582	+18%	+$1.5M	0.03%	488
2026 Q1	$7.3M	Buy	92,615 +26,185	+39%	+$2.15M	0.03%	553
2025 Q4	$5.3M	Buy	66,430 +414	+0.6%	+$33.6K	0.02%	633
2025 Q3	$5.46M	Sell	66,016 -237	-0.4%	-$19.3K	0.02%	590
2025 Q2	$5.32M	Buy	66,253 +31,679	+92%	+$2.36M	0.03%	547
2025 Q1	$2.47M	Sell	34,574 -6,300	-15%	-$480K	0.01%	763
2024 Q4	$3.09M	Buy	40,874 +7,737	+23%	+$592K	0.02%	658
2024 Q3	$2.42M	Sell	33,137 -8,467	-20%	-$587K	0.02%	716
2024 Q2	$2.82M	Buy	41,604 +13,713	+49%	+$933K	0.02%	629
2024 Q1	$1.97M	Sell	27,891 -2,587	-8%	-$172K	0.02%	700
2023 Q4	$1.97M	Sell	30,478 -1,162	-4%	-$68.3K	0.02%	662
2023 Q3	$1.81M	Buy	31,640 +771	+2%	+$46.5K	0.02%	632
2023 Q2	$1.88M	Buy	30,869 +7,219	+31%	+$414K	0.02%	608
2023 Q1	$1.35M	Buy	23,650 +14,903	+170%	+$852K	0.02%	671
2022 Q4	$382K	Buy	8,747 +1,896	+28%	+$102K	0.01%	895
2022 Q3	$345K	Buy	6,851 +21	+0.3%	+$1.17K	0.01%	1129
2022 Q2	$354K	Buy	+6,830	New	+$389K	0.01%	1147
2022 Q1	–	Sell	-7,556	Closed	-$553K	–	1379
2021 Q4	$553K	Buy	7,556 +4,588	+155%	+$334K	0.01%	1025
2021 Q3	$204K	Sell	2,968 -8,581	-74%	-$606K	0.01%	1048
2021 Q2	$796K	Buy	11,549 +1,487	+15%	+$98.1K	0.02%	573
2021 Q1	$634K	Sell	10,062 -726	-7%	-$47K	0.02%	599
2020 Q4	$688K	Sell	10,788 -780	-7%	-$46K	0.02%	516
2020 Q3	$618K	Buy	+11,568	New	+$603K	0.02%	509
2019 Q4	–	Sell	-9,756	Closed	-$396K	–	843
2019 Q3	$396K	Buy	+9,756	New	+$407K	0.02%	570

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

NewEdge Advisors's IMCG Position: Q2 2026 in Review

NewEdge Advisors increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 18% in Q2 2026, buying an estimated $1.5M and bringing the position to 109,197 shares worth $10.7M. The position accounts for 0.03% of the portfolio, ranked #488.

NewEdge Advisors first reported a position in IMCG in Q3 2019 and has held it in 24 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

NewEdge Advisors held 109,197 shares of iShares Morningstar Mid-Cap Growth ETF worth $10.7M as of Q2 2026.
NewEdge Advisors bought 16,582 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.5M.
iShares Morningstar Mid-Cap Growth ETF made up 0.03% of NewEdge Advisors's portfolio in Q2 2026, its #488 holding.
NewEdge Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2019 and has held it in 24 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

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