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Regal Investment Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Regal Investment Advisors’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 		$878K Sell
8,935
-12
-0.1% -$1.08K 0.05% 344
2026
Q1 		$705K Buy
8,947
+707
+9% +$57.9K 0.04% 368
2025
Q4 		$658K Sell
8,240
-5,837
-41% -$474K 0.04% 361
2025
Q3 		$1.16M Buy
14,077
+1,040
+8% +$84.8K 0.08% 237
2025
Q2 		$1.05M Buy
13,037
+5,579
+75% +$415K 0.08% 226
2025
Q1 		$533K Buy
7,458
+169
+2% +$12.9K 0.04% 317
2024
Q4 		$551K Buy
7,289
+619
+9% +$47.4K 0.04% 308
2024
Q3 		$487K Sell
6,670
-827
-11% -$57.4K 0.03% 360
2024
Q2 		$508K Buy
7,497
+2,239
+43% +$152K 0.03% 357
2024
Q1 		$372K Sell
5,258
-363
-6% -$24.2K 0.03% 413
2023
Q4 		$362K Sell
5,621
-581
-9% -$34.1K 0.03% 383
2023
Q3 		$354K Buy
6,202
+802
+15% +$48.4K 0.03% 358
2023
Q2 		$329K Buy
5,400
+621
+13% +$35.6K 0.03% 378
2023
Q1 		$275K Sell
4,779
-865
-15% -$49.4K 0.02% 418
2022
Q4 		$304K Buy
5,644
+1,560
+38% +$84K 0.03% 373
2022
Q3 		$206K Buy
+4,084
New +$228K 0.02% 439
2022
Q2 		– Sell
-3,839
Closed -$247K – 526
2022
Q1 		$247K Sell
3,839
-18,454
-83% -$1.19M 0.02% 458
2021
Q4 		$1.63M Buy
+22,293
New +$1.62M 0.14% 148

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

Regal Investment Advisors's IMCG Position: Q2 2026 in Review

Regal Investment Advisors reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.13% in Q2 2026, selling an estimated $1.08K and leaving 8,935 shares worth $878K. The position accounts for 0.05% of the portfolio, ranked #344.

Regal Investment Advisors first reported a position in IMCG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.63M in Q4 2021. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Regal Investment Advisors held 8,935 shares of iShares Morningstar Mid-Cap Growth ETF worth $878K as of Q2 2026.
  • Regal Investment Advisors sold 12 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.08K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.05% of Regal Investment Advisors's portfolio in Q2 2026, its #344 holding.
  • Regal Investment Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Regal Investment Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.63M in Q4 2021.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.