United Advisor Group’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

United Advisor Group’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	$2.55M	Buy	25,901 +851	+3%	+$76.8K	0.27%	101
2026 Q1	$1.97M	Buy	25,050 +2,938	+13%	+$241K	0.24%	111
2025 Q4	$1.77M	Sell	22,112 -1,468	-6%	-$119K	0.22%	112
2025 Q3	$1.95M	Buy	23,580 +5,465	+30%	+$446K	0.26%	96
2025 Q2	$1.45M	Buy	18,115 +727	+4%	+$54.1K	0.25%	102
2025 Q1	$1.24M	Buy	17,388 +2,880	+20%	+$219K	0.25%	94
2024 Q4	$1.1M	Buy	+14,508	New	+$1.11M	0.22%	113

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

United Advisor Group's IMCG Position: Q2 2026 in Review

United Advisor Group increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 3.4% in Q2 2026, buying an estimated $76.8K and bringing the position to 25,901 shares worth $2.55M. The position accounts for 0.27% of the portfolio, ranked #101.

United Advisor Group first reported a position in IMCG in Q4 2024 and has held it in 7 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

United Advisor Group held 25,901 shares of iShares Morningstar Mid-Cap Growth ETF worth $2.55M as of Q2 2026.
United Advisor Group bought 851 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $76.8K.
iShares Morningstar Mid-Cap Growth ETF made up 0.27% of United Advisor Group's portfolio in Q2 2026, its #101 holding.
United Advisor Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.