Sunbelt Securities’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Sunbelt Securities’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
2025 Q3	–	Sell	-1,098	Closed	-$83K	–	2781
2025 Q2	$83K	Buy	+1,098	New	+$81.6K	0.01%	814
2025 Q1	–	Sell	-1,098	Closed	-$83.1K	–	1852
2024 Q4	$83.1K	Hold	1,098	–	–	0.01%	812
2024 Q3	$80.1K	Hold	1,098	–	–	0.01%	821
2024 Q2	$74.4K	Hold	1,098	–	–	0.01%	803
2024 Q1	$77.6K	Buy	1,098 +824	+301%	+$54.9K	0.01%	775
2023 Q4	$17.7K	Hold	274	–	–	﹤0.01%	1055
2023 Q3	$15.7K	Hold	274	–	–	﹤0.01%	1066
2023 Q2	$16.7K	Buy	274 +33	+14%	+$1.89K	﹤0.01%	1063
2023 Q1	$13.6K	Buy	+241	New	+$13.8K	﹤0.01%	1047

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sunbelt Securities's IMCG Position: Q3 2025 in Review

Sunbelt Securities sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2025, closing a stake of 1,098 shares — an estimated $83K sold.

Sunbelt Securities first reported a position in IMCG in Q1 2023 and held it in 9 quarters. The position peaked at $83.1K in Q4 2024. 356 funds tracked by Wall St. Rank hold IMCG as of Q3 2025.

Sunbelt Securities reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Sunbelt Securities sold 1,098 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2025, an estimated $83K.
Sunbelt Securities first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2023 and held it in 9 quarters.
Sunbelt Securities's iShares Morningstar Mid-Cap Growth ETF position peaked at $83.1K in Q4 2024.
356 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.