Sigma Planning Corp’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Sigma Planning Corp’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	$12.9M	Buy	130,983 +1,096	+0.8%	+$98.9K	0.32%	48
2026 Q1	$10.2M	Buy	129,887 +1,982	+2%	+$162K	0.28%	63
2025 Q4	$10.2M	Buy	127,905 +2,373	+2%	+$193K	0.28%	63
2025 Q3	$10.4M	Sell	125,532 -5,991	-5%	-$488K	0.3%	56
2025 Q2	$10.6M	Buy	131,523 +2,768	+2%	+$206K	0.32%	54
2025 Q1	$9.2M	Sell	128,755 -3,033	-2%	-$231K	0.29%	60
2024 Q4	$9.95M	Buy	131,788 +13,134	+11%	+$1M	0.31%	52
2024 Q3	$8.66M	Buy	118,654 +29,619	+33%	+$2.05M	0.27%	68
2024 Q2	$6.03M	Buy	89,035 +2,526	+3%	+$172K	0.19%	101
2024 Q1	$6.11M	Buy	86,509 +48,369	+127%	+$3.22M	0.19%	100
2023 Q4	$2.46M	Sell	38,140 -42,364	-53%	-$2.49M	0.19%	102
2023 Q3	$4.6M	Buy	80,504 +12,541	+18%	+$757K	0.17%	119
2023 Q2	$4.14M	Buy	67,963 +17,142	+34%	+$983K	0.15%	134
2023 Q1	$2.93M	Buy	50,821 +25,257	+99%	+$1.44M	0.1%	219
2022 Q4	$1.38M	Buy	25,564 +13,380	+110%	+$721K	0.05%	381
2022 Q3	$614K	Sell	12,184 -7,090	-37%	-$395K	0.02%	653
2022 Q2	$1M	Buy	19,274 +154	+0.8%	+$8.77K	0.03%	467
2022 Q1	$1.23M	Buy	19,120 +7,525	+65%	+$485K	0.04%	454
2021 Q4	$849K	Sell	11,595 -206	-2%	-$15K	0.02%	613
2021 Q3	$813K	Sell	11,801 -77	-0.6%	-$5.44K	0.02%	620
2021 Q2	$818K	Sell	11,878 -72,770	-86%	-$4.8M	0.02%	631
2021 Q1	$5.33M	Sell	84,648 -23,094	-21%	-$1.5M	0.17%	142
2020 Q4	$6.87M	Buy	107,742 +35,418	+49%	+$2.09M	0.23%	94
2020 Q3	$3.86M	Buy	72,324 +34,248	+90%	+$1.79M	0.15%	147
2020 Q2	$1.86M	Buy	38,076 +29,244	+331%	+$1.29M	0.08%	255
2020 Q1	$321K	Sell	8,832 -1,386	-14%	-$58.8K	0.02%	617
2019 Q4	$448K	Hold	10,218	–	–	0.02%	634
2019 Q3	$415K	Sell	10,218 -6	-0.1%	-$250	0.02%	645
2019 Q2	$429K	Sell	10,224 -252	-2%	-$10.2K	0.02%	597
2019 Q1	$411K	Hold	10,476	–	–	0.02%	566
2018 Q4	$339K	Sell	10,476 -84	-0.8%	-$2.92K	0.02%	559
2018 Q3	$415K	Buy	10,560 +222	+2%	+$8.5K	0.02%	552
2018 Q2	$377K	Buy	10,338 +174	+2%	+$6.23K	0.03%	544
2018 Q1	$355K	Hold	10,164	–	–	0.03%	544
2017 Q4	$343K	Sell	10,164 -1,500	-13%	-$49.3K	0.03%	551
2017 Q3	$369K	Sell	11,664 -474	-4%	-$14.6K	0.03%	529
2017 Q2	$370K	Hold	12,138	–	–	0.03%	498
2017 Q1	$352K	Hold	12,138	–	–	0.03%	517
2016 Q4	$328K	Sell	12,138 -8,550	-41%	-$229K	0.04%	498
2016 Q3	$562K	Buy	20,688 +1,020	+5%	+$27.5K	0.07%	308
2016 Q2	$511K	Sell	19,668 -1,602	-8%	-$41.2K	0.07%	319
2016 Q1	$540K	Hold	21,270	–	–	0.07%	291
2015 Q4	$548K	Hold	21,270	–	–	0.08%	292
2015 Q3	$531K	Sell	21,270 -630	-3%	-$16.9K	0.08%	281
2015 Q2	$601K	Hold	21,900	–	–	0.08%	282
2015 Q1	$610K	Sell	21,900 -666	-3%	-$17.8K	0.08%	294
2014 Q4	$589K	Buy	+22,566	New	+$569K	0.08%	301

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

Sigma Planning Corp's IMCG Position: Q2 2026 in Review

Sigma Planning Corp increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.84% in Q2 2026, buying an estimated $98.9K and bringing the position to 130,983 shares worth $12.9M. The position accounts for 0.32% of the portfolio, ranked #48.

Sigma Planning Corp first reported a position in IMCG in Q4 2014 and has held it in 47 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Sigma Planning Corp held 130,983 shares of iShares Morningstar Mid-Cap Growth ETF worth $12.9M as of Q2 2026.
Sigma Planning Corp bought 1,096 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $98.9K.
iShares Morningstar Mid-Cap Growth ETF made up 0.32% of Sigma Planning Corp's portfolio in Q2 2026, its #48 holding.
Sigma Planning Corp first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2014 and has held it in 47 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.