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Steward Partners Investment Advisory’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Steward Partners Investment Advisory’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 		$8.9M Sell
90,518
-8,961
-9% -$809K 0.05% 379
2026
Q1 		$7.84M Buy
99,479
+3,175
+3% +$260K 0.04% 383
2025
Q4 		$7.69M Buy
96,304
+5,257
+6% +$427K 0.04% 368
2025
Q3 		$7.53M Sell
91,047
-3,716
-4% -$303K 0.04% 361
2025
Q2 		$7.6M Buy
94,763
+5,959
+7% +$443K 0.06% 314
2025
Q1 		$6.34M Buy
88,804
+956
+1% +$72.8K 0.06% 334
2024
Q4 		$6.64M Buy
87,848
+1,820
+2% +$139K 0.06% 310
2024
Q3 		$6.28M Sell
86,028
-23,794
-22% -$1.65M 0.06% 316
2024
Q2 		$7.44M Buy
109,822
+2,683
+3% +$182K 0.08% 248
2024
Q1 		$7.57M Buy
107,139
+8,235
+8% +$548K 0.08% 251
2023
Q4 		$6.37M Buy
98,904
+78,141
+376% +$4.59M 0.09% 235
2023
Q3 		$1.19M Buy
20,763
+1,757
+9% +$106K 0.02% 620
2023
Q2 		$1.16M Buy
19,006
+295
+2% +$16.9K 0.02% 645
2023
Q1 		$1.08M Sell
18,711
-146
-0.8% -$8.35K 0.02% 674
2022
Q4 		$1.02M Sell
18,857
-523
-3% -$28.2K 0.02% 661
2022
Q3 		$976K Sell
19,380
-1,737
-8% -$96.9K 0.02% 633
2022
Q2 		$1.1M Sell
21,117
-8,874
-30% -$505K 0.02% 604
2022
Q1 		$1.93M Sell
29,991
-462
-2% -$29.8K 0.03% 484
2021
Q4 		$2.23M Buy
30,453
+16,092
+112% +$1.17M 0.03% 469
2021
Q3 		$989K Buy
14,361
+4,066
+39% +$287K 0.02% 661
2021
Q2 		$709K Buy
10,295
+761
+8% +$50.2K 0.01% 803
2021
Q1 		$601K Buy
9,534
+8,916
+1,443% +$577K 0.01% 817
2020
Q4 		$39K Buy
+618
New +$36.5K ﹤0.01% 1784

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

Steward Partners Investment Advisory's IMCG Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 9% in Q2 2026, selling an estimated $809K and leaving 90,518 shares worth $8.9M. The position accounts for 0.05% of the portfolio, ranked #379.

Steward Partners Investment Advisory first reported a position in IMCG in Q4 2020 and has held it in 23 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Steward Partners Investment Advisory held 90,518 shares of iShares Morningstar Mid-Cap Growth ETF worth $8.9M as of Q2 2026.
  • Steward Partners Investment Advisory sold 8,961 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $809K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.05% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #379 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.