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

Sovran 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	$2.63M	Buy	27,552 +2,280	+9%	+$206K	0.2%	143
2026 Q1	$2.22M	Buy	25,272 +252	+1%	+$20.6K	0.17%	143
2025 Q4	$2.09M	Sell	25,020 -2,980	-11%	-$242K	0.18%	131
2025 Q3	$2.28M	Sell	28,000 -5,274	-16%	-$430K	0.2%	122
2025 Q2	$2.68M	Sell	33,274 -15,961	-32%	-$1.19M	0.28%	99
2025 Q1	$3.36M	Buy	49,235 +11,134	+29%	+$848K	0.44%	54
2024 Q4	$2.9M	Buy	+38,101	New	+$2.92M	0.41%	64

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

Sovran Advisors's IMCG Position: Q2 2026 in Review

Sovran Advisors increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 9% in Q2 2026, buying an estimated $206K and bringing the position to 27,552 shares worth $2.63M. The position accounts for 0.2% of the portfolio, ranked #143.

Sovran Advisors first reported a position in IMCG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.36M in Q1 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Sovran Advisors held 27,552 shares of iShares Morningstar Mid-Cap Growth ETF worth $2.63M as of Q2 2026.
Sovran Advisors bought 2,280 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $206K.
iShares Morningstar Mid-Cap Growth ETF made up 0.2% of Sovran Advisors's portfolio in Q2 2026, its #143 holding.
Sovran Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Sovran Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $3.36M in Q1 2025.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.