Secure Asset Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Secure Asset Management’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	$398K	Sell	4,052 -269	-6%	-$24.3K	0.06%	218
2026 Q1	$340K	Sell	4,321 -215	-5%	-$17.6K	0.05%	229
2025 Q4	$362K	Buy	4,536 +267	+6%	+$21.7K	0.06%	245
2025 Q3	$352K	Buy	4,269 +1,087	+34%	+$88.6K	0.06%	225
2025 Q2	$255K	Buy	+3,182	New	+$237K	0.05%	271

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

Secure Asset Management's IMCG Position: Q2 2026 in Review

Secure Asset Management reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 6.2% in Q2 2026, selling an estimated $24.3K and leaving 4,052 shares worth $398K. The position accounts for 0.06% of the portfolio, ranked #218.

Secure Asset Management first reported a position in IMCG in Q2 2025 and has held it in 5 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Secure Asset Management held 4,052 shares of iShares Morningstar Mid-Cap Growth ETF worth $398K as of Q2 2026.
Secure Asset Management sold 269 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $24.3K.
iShares Morningstar Mid-Cap Growth ETF made up 0.06% of Secure Asset Management's portfolio in Q2 2026, its #218 holding.
Secure Asset Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.