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

Valmark 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	$315K	Buy	3,200 +42	+1%	+$3.79K	﹤0.01%	609
2026 Q1	$249K	Buy	3,158 +61	+2%	+$5K	﹤0.01%	620
2025 Q4	$247K	Sell	3,097 -238	-7%	-$19.3K	﹤0.01%	593
2025 Q3	$276K	Buy	3,335 +727	+28%	+$59.3K	﹤0.01%	576
2025 Q2	$209K	Buy	+2,608	New	+$194K	﹤0.01%	625
2024 Q4	–	Sell	-5,627	Closed	-$411K	–	609
2024 Q3	$411K	Buy	+5,627	New	+$390K	0.01%	453
2022 Q2	–	Sell	-12,375	Closed	-$795K	–	418
2022 Q1	$795K	Buy	+12,375	New	+$797K	0.01%	234
2021 Q3	–	Sell	-17,687	Closed	-$1.22M	–	404
2021 Q2	$1.22M	Sell	17,687 -1,357	-7%	-$89.5K	0.02%	166
2021 Q1	$1.2M	Buy	19,044 +14,550	+324%	+$942K	0.02%	162
2020 Q4	$286K	Sell	4,494 -33,030	-88%	-$1.95M	0.01%	303
2020 Q3	$2M	Buy	37,524 +144	+0.4%	+$7.51K	0.05%	87
2020 Q2	$1.83M	Buy	+37,380	New	+$1.65M	0.04%	84

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

Valmark Advisers's IMCG Position: Q2 2026 in Review

Valmark Advisers increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 1.3% in Q2 2026, buying an estimated $3.79K and bringing the position to 3,200 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Valmark Advisers first reported a position in IMCG in Q2 2020 and has held it in 12 quarters since. The position peaked at $2M in Q3 2020. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Valmark Advisers held 3,200 shares of iShares Morningstar Mid-Cap Growth ETF worth $315K as of Q2 2026.
Valmark Advisers bought 42 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $3.79K.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #609 holding.
Valmark Advisers first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2020 and has held it in 12 quarters since.
Valmark Advisers's iShares Morningstar Mid-Cap Growth ETF position peaked at $2M in Q3 2020.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.