Pacific Sun Financial’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Pacific Sun Financial’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	$1.3M	Buy	13,223 +30	+0.2%	+$2.71K	0.54%	52
2026 Q1	$1.04M	Buy	13,193 +610	+5%	+$50K	0.5%	59
2025 Q4	$1M	Buy	12,583 +610	+5%	+$49.6K	0.48%	63
2025 Q3	$991K	Sell	11,973 -225	-2%	-$18.3K	0.48%	62
2025 Q2	$979K	Sell	12,198 -460	-4%	-$34.2K	0.51%	59
2025 Q1	$904K	Buy	12,658 +320	+3%	+$24.4K	0.51%	60
2024 Q4	$932K	Sell	12,338 -210	-2%	-$16.1K	0.51%	58
2024 Q3	$916K	Buy	12,548 +45	+0.4%	+$3.12K	0.51%	59
2024 Q2	$847K	Hold	12,503	–	–	0.5%	60
2024 Q1	$884K	Sell	12,503 -150	-1%	-$9.99K	0.51%	58
2023 Q4	$815K	Sell	12,653 -235	-2%	-$13.8K	0.51%	57
2023 Q3	$736K	Sell	12,888 -70	-0.5%	-$4.22K	0.51%	59
2023 Q2	$746K	Buy	+12,958	New	+$743K	0.5%	60
2022 Q4	$669K	Buy	12,423 +479	+4%	+$25.8K	0.47%	64
2022 Q3	$602K	Buy	11,944 +1,895	+19%	+$106K	0.42%	76
2022 Q2	$522K	Buy	10,049 +3,454	+52%	+$197K	0.34%	93
2022 Q1	$424K	Sell	6,595 -65	-1%	-$4.19K	0.23%	118
2021 Q4	$488K	Buy	6,660 +18	+0.3%	+$1.31K	0.26%	110
2021 Q3	$458K	Buy	+6,642	New	+$469K	0.26%	108
2020 Q3	$370K	Hold	6,930	–	–	0.31%	98
2020 Q2	$339K	Hold	6,930	–	–	0.31%	102
2020 Q1	$252K	Hold	6,930	–	–	0.29%	109
2019 Q4	$304K	Hold	6,930	–	–	0.27%	110
2019 Q3	$281K	Hold	6,930	–	–	0.27%	112
2019 Q2	$291K	Buy	+6,930	New	+$280K	0.28%	108
2018 Q2	$270K	Hold	7,122	–	–	0.28%	101
2018 Q1	$249K	Buy	+7,122	New	+$250K	0.33%	93

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

Pacific Sun Financial's IMCG Position: Q2 2026 in Review

Pacific Sun Financial increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.23% in Q2 2026, buying an estimated $2.71K and bringing the position to 13,223 shares worth $1.3M. The position accounts for 0.54% of the portfolio, ranked #52.

Pacific Sun Financial first reported a position in IMCG in Q1 2018 and has held it in 27 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Pacific Sun Financial held 13,223 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.3M as of Q2 2026.
Pacific Sun Financial bought 30 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.71K.
iShares Morningstar Mid-Cap Growth ETF made up 0.54% of Pacific Sun Financial's portfolio in Q2 2026, its #52 holding.
Pacific Sun Financial first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2018 and has held it in 27 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.