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

Operose 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	$64.8K	Sell	659 -229	-26%	-$20.7K	0.01%	280
2026 Q1	$69.9K	Hold	888	–	–	0.02%	248
2025 Q4	$70.9K	Hold	888	–	–	0.02%	250
2025 Q3	$73.5K	Hold	888	–	–	0.02%	229
2025 Q2	$71.2K	Hold	888	–	–	0.02%	203
2025 Q1	$63.4K	Hold	888	–	–	0.02%	194
2024 Q4	$67.1K	Hold	888	–	–	0.02%	192
2024 Q3	$64.8K	Hold	888	–	–	0.02%	237
2024 Q2	$60.2K	Hold	888	–	–	0.02%	221
2024 Q1	$62.8K	Hold	888	–	–	0.02%	227
2023 Q4	$57.2K	Hold	888	–	–	0.02%	209
2023 Q3	$50.7K	Hold	888	–	–	0.02%	310
2023 Q2	$54.1K	Hold	888	–	–	0.02%	159
2023 Q1	$51.1K	Hold	888	–	–	0.03%	154
2022 Q4	$47.8K	Hold	888	–	–	0.03%	157
2022 Q3	$45K	Hold	888	–	–	0.03%	153
2022 Q2	$46K	Hold	888	–	–	0.03%	145
2022 Q1	$57K	Hold	888	–	–	0.04%	140
2021 Q4	$65K	Buy	+888	New	+$64.6K	0.05%	122

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

Operose Advisors's IMCG Position: Q2 2026 in Review

Operose Advisors reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 26% in Q2 2026, selling an estimated $20.7K and leaving 659 shares worth $64.8K. The position accounts for 0.01% of the portfolio, ranked #280.

Operose Advisors first reported a position in IMCG in Q4 2021 and has held it in 19 quarters since. The position peaked at $73.5K in Q3 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Operose Advisors held 659 shares of iShares Morningstar Mid-Cap Growth ETF worth $64.8K as of Q2 2026.
Operose Advisors sold 229 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $20.7K.
iShares Morningstar Mid-Cap Growth ETF made up 0.01% of Operose Advisors's portfolio in Q2 2026, its #280 holding.
Operose Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
Operose Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $73.5K in Q3 2025.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

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