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

Sanctuary 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	$314K	Hold	3,197	–	–	﹤0.01%	2293
2026 Q1	$252K	Buy	+3,197	New	+$262K	﹤0.01%	2204
2025 Q1	–	Sell	-10,695	Closed	-$854K	–	2318
2024 Q4	$854K	Sell	10,695 -38	-0.4%	-$2.91K	0.01%	1350
2024 Q3	$857K	Buy	+10,733	New	+$745K	0.01%	1347

Other funds holding IMCG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanctuary Advisors's IMCG Position: Q2 2026 in Review

Sanctuary Advisors held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 3,197 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #2293.

Sanctuary Advisors first reported a position in IMCG in Q3 2024 and has held it in 4 quarters since. The position peaked at $857K in Q3 2024. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Sanctuary Advisors held 3,197 shares of iShares Morningstar Mid-Cap Growth ETF worth $314K as of Q2 2026.
Sanctuary Advisors left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2293 holding.
Sanctuary Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2024 and has held it in 4 quarters since.
Sanctuary Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $857K in Q3 2024.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.