Visionary Wealth Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Visionary Wealth 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	$2.35M	Sell	23,915 -1,819	-7%	-$164K	0.09%	194
2026 Q1	$2.03M	Sell	25,734 -46	-0.2%	-$3.77K	0.09%	195
2025 Q4	$2.06M	Sell	25,780 -3,997	-13%	-$325K	0.09%	192
2025 Q3	$2.46M	Sell	29,777 -5,250	-15%	-$428K	0.11%	171
2025 Q2	$2.81M	Buy	35,027 +663	+2%	+$49.3K	0.14%	163
2025 Q1	$2.45M	Sell	34,364 -1,012	-3%	-$77.1K	0.15%	154
2024 Q4	$2.67M	Buy	35,376 +954	+3%	+$73K	0.16%	143
2024 Q3	$2.51M	Sell	34,422 -3,455	-9%	-$240K	0.15%	149
2024 Q2	$2.57M	Buy	37,877 +1,595	+4%	+$108K	0.17%	141
2024 Q1	$2.56M	Buy	36,282 +2,670	+8%	+$178K	0.17%	141
2023 Q4	$2.17M	Buy	33,612 +11,315	+51%	+$665K	0.16%	149
2023 Q3	$1.27M	Sell	22,297 -398	-2%	-$24K	0.1%	190
2023 Q2	$1.38M	Sell	22,695 -1,260	-5%	-$72.3K	0.11%	182
2023 Q1	$1.38M	Buy	23,955 +210	+0.9%	+$12K	0.12%	170
2022 Q4	$1.28M	Sell	23,745 -285	-1%	-$15.4K	0.12%	157
2022 Q3	$1.21M	Sell	24,030 -4,095	-15%	-$228K	0.13%	151
2022 Q2	$1.46M	Buy	+28,125	New	+$1.6M	0.13%	142

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

Visionary Wealth Advisors's IMCG Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 7.1% in Q2 2026, selling an estimated $164K and leaving 23,915 shares worth $2.35M. The position accounts for 0.09% of the portfolio, ranked #194.

Visionary Wealth Advisors first reported a position in IMCG in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.81M in Q2 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Visionary Wealth Advisors held 23,915 shares of iShares Morningstar Mid-Cap Growth ETF worth $2.35M as of Q2 2026.
Visionary Wealth Advisors sold 1,819 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $164K.
iShares Morningstar Mid-Cap Growth ETF made up 0.09% of Visionary Wealth Advisors's portfolio in Q2 2026, its #194 holding.
Visionary Wealth Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
Visionary Wealth Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $2.81M in Q2 2025.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.