Valley National Advisers’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Valley National Advisers’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	$4M	Sell	40,673 -118	-0.3%	-$10.6K	0.44%	40
2026 Q1	$3.21M	Buy	40,791 +797	+2%	+$65.3K	0.42%	47
2025 Q4	$3.19M	Sell	39,994 -1,450	-3%	-$118K	0.44%	42
2025 Q3	$3.43M	Sell	41,444 -120	-0.3%	-$9.78K	0.53%	36
2025 Q2	$3.33M	Sell	41,564 -155	-0.4%	-$11.5K	0.54%	38
2025 Q1	$2.98M	Buy	41,719 +1,067	+3%	+$81.3K	0.54%	39
2024 Q4	$3.07M	Buy	40,652 +3,521	+9%	+$269K	0.55%	39
2024 Q3	$2.71M	Sell	37,131 -20,134	-35%	-$1.4M	0.49%	46
2024 Q2	$3.88M	Buy	57,265 +3,175	+6%	+$216K	0.58%	43
2024 Q1	$3.82M	Buy	54,090 +1,396	+3%	+$93K	0.58%	41
2023 Q4	$3.4M	Buy	52,694 +1,633	+3%	+$95.9K	0.54%	39
2023 Q3	$2.92M	Buy	51,061 +7,462	+17%	+$450K	0.51%	42
2023 Q2	$2.66M	Buy	43,599 +5,321	+14%	+$305K	0.45%	48
2023 Q1	$2.18M	Buy	38,278 +7,007	+22%	+$401K	0.38%	56
2022 Q4	$1.76M	Buy	31,271 +26,126	+508%	+$1.41M	0.32%	72
2022 Q3	$265K	Buy	+5,145	New	+$287K	0.06%	217

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

Valley National Advisers's IMCG Position: Q2 2026 in Review

Valley National Advisers reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.29% in Q2 2026, selling an estimated $10.6K and leaving 40,673 shares worth $4M. The position accounts for 0.44% of the portfolio, ranked #40.

Valley National Advisers first reported a position in IMCG in Q3 2022 and has held it in 16 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Valley National Advisers held 40,673 shares of iShares Morningstar Mid-Cap Growth ETF worth $4M as of Q2 2026.
Valley National Advisers sold 118 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $10.6K.
iShares Morningstar Mid-Cap Growth ETF made up 0.44% of Valley National Advisers's portfolio in Q2 2026, its #40 holding.
Valley National Advisers first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2022 and has held it in 16 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.