Scott Capital Advisors
IMCG icon

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
Q3 		$11M Buy
114,721
+1,337
+1% +$129K 1.58% 17
2026
Q2 		$11.1M Sell
113,384
-1,583
-1% -$143K 1.75% 16
2026
Q1 		$9.5M 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 		$9.7M 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Allegheny Financial Group
Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Victory Financial Group
Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Scott Capital Advisors's IMCG Position: Q3 2026 in Review

Scott Capital Advisors increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 1.2% in Q3 2026, buying an estimated $129K and bringing the position to 114,721 shares worth $11M. The position accounts for 1.58% of the portfolio, ranked #17.

Scott Capital Advisors first reported a position in IMCG in Q4 2021 and has held it in 20 quarters since. The position peaked at $11.1M in Q2 2026. 305 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

  • Scott Capital Advisors held 114,721 shares of iShares Morningstar Mid-Cap Growth ETF worth $11M as of Q3 2026.
  • Scott Capital Advisors bought 1,337 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $129K.
  • iShares Morningstar Mid-Cap Growth ETF made up 1.58% of Scott Capital Advisors's portfolio in Q3 2026, its #17 holding.
  • Scott Capital Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • Scott Capital Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $11.1M in Q2 2026.
  • 305 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Scott Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.