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
2026 Q3	$2.05M	Buy	+21,859	New	+$2.11M	0.11%	145
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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Private Advisory Group's IMCG Position: Q3 2026 in Review

Private Advisory Group opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2026: 21,859 shares worth $2.05M. The stake represents 0.11% of the portfolio and ranks #145 among its holdings. This is a return to the name: Private Advisory Group previously reported a position in IMCG as recently as Q1 2025.

Private Advisory Group first reported a position in IMCG in Q4 2024 and has held it in 3 quarters since. 305 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

Private Advisory Group held 21,859 shares of iShares Morningstar Mid-Cap Growth ETF worth $2.05M as of Q3 2026.
iShares Morningstar Mid-Cap Growth ETF was a new Private Advisory Group position in Q3 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.11% of Private Advisory Group's portfolio in Q3 2026, its #145 holding.
Private Advisory Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 3 quarters since.
305 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.