PAG
IMCG icon

Private Advisory Group’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Private Advisory Group’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
2025
Q2 		– Sell
-12,729
Closed -$909K – 226
2025
Q1 		$909K Sell
12,729
-1,851
-13% -$141K 0.1% 120
2024
Q4 		$1.1M Buy
+14,580
New +$1.12M 0.12% 110

Other funds holding IMCG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Private Advisory Group's IMCG Position: Q2 2025 in Review

Private Advisory Group sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2025, closing a stake of 12,729 shares — an estimated $909K sold.

Private Advisory Group first reported a position in IMCG in Q4 2024 and held it in 2 quarters. The position peaked at $1.1M in Q4 2024. 366 funds tracked by Wall St. Rank hold IMCG as of Q2 2025.

  • Private Advisory Group reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Private Advisory Group sold 12,729 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2025, an estimated $909K.
  • Private Advisory Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and held it in 2 quarters.
  • Private Advisory Group's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.1M in Q4 2024.
  • 366 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2025.

Based on Private Advisory Group's 13F filing for Q2 2025, filed 7 Aug 2025.