United Capital Financial Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

United Capital Financial 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	$215K	Buy	+2,188	New	+$197K	﹤0.01%	1521
2019 Q4	–	Sell	-1,740	Closed	-$71K	–	1401
2019 Q3	$71K	Buy	+1,740	New	+$72.6K	﹤0.01%	1257

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 Capital Financial Advisors's IMCG Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026: 2,188 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #1521 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in IMCG as recently as Q3 2019.

United Capital Financial Advisors first reported a position in IMCG in Q3 2019 and has held it in 2 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

United Capital Financial Advisors held 2,188 shares of iShares Morningstar Mid-Cap Growth ETF worth $215K as of Q2 2026.
iShares Morningstar Mid-Cap Growth ETF was a new United Capital Financial Advisors position in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1521 holding.
United Capital Financial Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2019 and has held it in 2 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.