PCA Investment Advisory Services’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.06M Sell
20,983
-112
-0.5% -$10.1K 0.58% 30
2026
Q1
$1.66M Buy
21,095
+10
+0% +$819 0.55% 30
2025
Q4
$1.68M Buy
21,085
+132
+0.6% +$10.7K 0.59% 30
2025
Q3
$1.73M Buy
20,953
+3,289
+19% +$268K 0.64% 31
2025
Q2
$1.42M Sell
17,664
-119
-0.7% -$8.85K 0.6% 32
2025
Q1
$1.27M Sell
17,783
-2,112
-11% -$161K 0.67% 30
2024
Q4
$1.5M Sell
19,895
-571
-3% -$43.7K 0.7% 28
2024
Q3
$1.49M Buy
20,466
+1,413
+7% +$98K 0.7% 26
2024
Q2
$1.29M Sell
19,053
-634
-3% -$43.1K 0.68% 26
2024
Q1
$1.39M Buy
19,687
+2,615
+15% +$174K 0.78% 25
2023
Q4
$1.1M Sell
17,072
-16,338
-49% -$960K 0.73% 26
2023
Q3
$1.91M Buy
33,410
+164
+0.5% +$9.89K 1.36% 19
2023
Q2
$2.03M Buy
33,246
+2,693
+9% +$154K 1.21% 19
2023
Q1
$1.76M Buy
+30,553
New +$1.75M 1.24% 19

Other funds holding IMCG

PCA Investment Advisory Services's IMCG Position: Q2 2026 in Review

PCA Investment Advisory Services reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.53% in Q2 2026, selling an estimated $10.1K and leaving 20,983 shares worth $2.06M. The position accounts for 0.58% of the portfolio, ranked #30.

PCA Investment Advisory Services first reported a position in IMCG in Q1 2023 and has held it in 14 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • PCA Investment Advisory Services held 20,983 shares of iShares Morningstar Mid-Cap Growth ETF worth $2.06M as of Q2 2026.
  • PCA Investment Advisory Services sold 112 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $10.1K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.58% of PCA Investment Advisory Services's portfolio in Q2 2026, its #30 holding.
  • PCA Investment Advisory Services first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on PCA Investment Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.