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

Scott Capital 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 		$11.1M Sell
113,384
-1,583
-1% -$143K 1.75% 16
2026
Q1 		$9.54M Buy
114,967
+3,373
+3% +$276K 1.93% 14
2025
Q4 		$8.91M Buy
111,594
+1,455
+1% +$118K 1.97% 13
2025
Q3 		$9.19M Sell
110,139
-10,127
-8% -$826K 2.08% 13
2025
Q2 		$9.75M Sell
120,266
-235
-0.2% -$17.5K 2.64% 12
2025
Q1 		$8.61M Sell
120,501
-1,434
-1% -$109K 2.57% 12
2024
Q4 		$9.2M Sell
121,935
-302
-0.2% -$23.1K 2.64% 12
2024
Q3 		$8.92M Sell
122,237
-4,229
-3% -$293K 2.53% 12
2024
Q2 		$8.53M Sell
126,466
-23,709
-16% -$1.61M 2.52% 13
2024
Q1 		$10.5M Buy
150,175
+4,493
+3% +$299K 3.2% 10
2023
Q4 		$9.39M Sell
145,682
-194
-0.1% -$11.4K 3.15% 10
2023
Q3 		$8.41M Buy
145,876
+24,828
+21% +$1.5M 3.35% 9
2023
Q2 		$7.38M Buy
121,048
+9,049
+8% +$519K 3.17% 9
2023
Q1 		$6.45M Buy
111,999
+54,735
+96% +$3.13M 3.11% 9
2022
Q4 		$3.09M Buy
57,264
+52,614
+1,131% +$2.83M 1.75% 12
2022
Q3 		$234K Buy
4,650
+460
+11% +$25.6K 0.16% 33
2022
Q2 		$218K Sell
4,190
-1,027
-20% -$58.5K 0.15% 36
2022
Q1 		$335K Buy
5,217
+523
+11% +$33.7K 0.2% 36
2021
Q4 		$344K Buy
+4,694
New +$341K 0.21% 26

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

Scott Capital Advisors's IMCG Position: Q2 2026 in Review

Scott Capital Advisors reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 1.4% in Q2 2026, selling an estimated $143K and leaving 113,384 shares worth $11.1M. The position accounts for 1.75% of the portfolio, ranked #16.

Scott Capital Advisors first reported a position in IMCG in Q4 2021 and has held it in 19 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Scott Capital Advisors held 113,384 shares of iShares Morningstar Mid-Cap Growth ETF worth $11.1M as of Q2 2026.
  • Scott Capital Advisors sold 1,583 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $143K.
  • iShares Morningstar Mid-Cap Growth ETF made up 1.75% of Scott Capital Advisors's portfolio in Q2 2026, its #16 holding.
  • Scott Capital Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Scott Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.