Virtus Wealth Solutions’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Virtus Wealth Solutions’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	$5.12M	Sell	52,133 -652	-1%	-$58.8K	0.7%	23
2026 Q1	$4.16M	Sell	52,785 -515	-1%	-$42.2K	0.79%	27
2025 Q4	$4.26M	Sell	53,300 -113	-0.2%	-$9.18K	0.81%	22
2025 Q3	$4.42M	Sell	53,413 -449	-0.8%	-$36.6K	0.85%	22
2025 Q2	$4.32M	Sell	53,862 -68	-0.1%	-$5.06K	0.89%	23
2025 Q1	$3.85M	Buy	53,930 +90	+0.2%	+$6.86K	1.17%	14
2024 Q4	$4.07M	Buy	+53,840	New	+$4.12M	0.96%	20

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

Virtus Wealth Solutions's IMCG Position: Q2 2026 in Review

Virtus Wealth Solutions reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 1.2% in Q2 2026, selling an estimated $58.8K and leaving 52,133 shares worth $5.12M. The position accounts for 0.7% of the portfolio, ranked #23.

Virtus Wealth Solutions 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.

Virtus Wealth Solutions held 52,133 shares of iShares Morningstar Mid-Cap Growth ETF worth $5.12M as of Q2 2026.
Virtus Wealth Solutions sold 652 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $58.8K.
iShares Morningstar Mid-Cap Growth ETF made up 0.7% of Virtus Wealth Solutions's portfolio in Q2 2026, its #23 holding.
Virtus Wealth Solutions 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 Virtus Wealth Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.