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Park Avenue Securities’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Park Avenue Securities’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 		$1.16M Buy
11,767
+626
+6% +$56.5K 0.01% 886
2026
Q1 		$878K Sell
11,141
-43
-0.4% -$3.52K 0.01% 868
2025
Q4 		$893K Buy
11,184
+3,588
+47% +$292K 0.01% 856
2025
Q3 		$628K Buy
7,596
+153
+2% +$12.5K ﹤0.01% 1072
2025
Q2 		$597K Sell
7,443
-217
-3% -$16.1K 0.01% 984
2025
Q1 		$547K Sell
7,660
-20,450
-73% -$1.56M 0.01% 828
2024
Q4 		$2.12M Buy
28,110
+4,147
+17% +$317K 0.02% 456
2024
Q3 		$1.75M Sell
23,963
-9,518
-28% -$660K 0.02% 472
2024
Q2 		$2.27M Sell
33,481
-609
-2% -$41.4K 0.03% 377
2024
Q1 		$2.41M Sell
34,090
-1,812
-5% -$121K 0.03% 346
2023
Q4 		$2.31M Sell
35,902
-6,174
-15% -$363K 0.03% 335
2023
Q3 		$2.4M Sell
42,076
-2,980
-7% -$180K 0.04% 289
2023
Q2 		$2.75M Sell
45,056
-907
-2% -$52K 0.04% 248
2023
Q1 		$2.65M Buy
45,963
+444
+1% +$25.4K 0.05% 238
2022
Q4 		$2.45M Sell
45,519
-534
-1% -$28.8K 0.04% 253
2022
Q3 		$2.32M Hold
46,053
– – 0.05% 232
2022
Q2 		$2.39M Buy
46,053
+887
+2% +$50.5K 0.05% 237
2022
Q1 		$2.9M Buy
45,166
+175
+0.4% +$11.3K 0.05% 212
2021
Q4 		$3.29M Buy
44,991
+26,098
+138% +$1.9M 0.06% 190
2021
Q3 		$1.3M Sell
18,893
-2,461
-12% -$174K 0.03% 334
2021
Q2 		$1.47M Buy
21,354
+1,782
+9% +$118K 0.03% 286
2021
Q1 		$1.23M Buy
19,572
+3,048
+18% +$197K 0.03% 291
2020
Q4 		$1.05M Buy
+16,524
New +$975K 0.03% 275

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Park Avenue Securities's IMCG Position: Q2 2026 in Review

Park Avenue Securities increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 5.6% in Q2 2026, buying an estimated $56.5K and bringing the position to 11,767 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #886.

Park Avenue Securities first reported a position in IMCG in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.29M in Q4 2021. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Park Avenue Securities held 11,767 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.16M as of Q2 2026.
  • Park Avenue Securities bought 626 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $56.5K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.01% of Park Avenue Securities's portfolio in Q2 2026, its #886 holding.
  • Park Avenue Securities first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Park Avenue Securities's iShares Morningstar Mid-Cap Growth ETF position peaked at $3.29M in Q4 2021.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.