Wealth Enhancement Advisory Services’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Wealth Enhancement Advisory Services’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	$5.99M	Buy	61,627 +5,700	+10%	+$514K	0.01%	905
2026 Q1	$4.48M	Sell	55,927 -23,573	-30%	-$1.93M	0.01%	940
2025 Q4	$6.6M	Buy	79,500 +476	+0.6%	+$38.7K	0.01%	882
2025 Q3	$6.54M	Buy	79,024 +703	+0.9%	+$57.3K	0.01%	828
2025 Q2	$6.37M	Sell	78,321 -2,339	-3%	-$174K	0.01%	802
2025 Q1	$5.76M	Sell	80,660 -4,679	-5%	-$357K	0.01%	778
2024 Q4	$6.45M	Sell	85,339 -4,464	-5%	-$342K	0.01%	712
2024 Q3	$6.55M	Sell	89,803 -339	-0.4%	-$23.5K	0.01%	645
2024 Q2	$6.11M	Buy	90,142 +13,662	+18%	+$929K	0.01%	635
2024 Q1	$5.41M	Buy	76,480 +15,900	+26%	+$1.06M	0.01%	640
2023 Q4	$3.9M	Buy	60,580 +19,865	+49%	+$1.17M	0.01%	675
2023 Q3	$2.33M	Buy	+40,715	New	+$2.46M	0.01%	812

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

Wealth Enhancement Advisory Services's IMCG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 10% in Q2 2026, buying an estimated $514K and bringing the position to 61,627 shares worth $5.99M. The position accounts for 0.01% of the portfolio, ranked #905.

Wealth Enhancement Advisory Services first reported a position in IMCG in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.6M in Q4 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Wealth Enhancement Advisory Services held 61,627 shares of iShares Morningstar Mid-Cap Growth ETF worth $5.99M as of Q2 2026.
Wealth Enhancement Advisory Services bought 5,700 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $514K.
iShares Morningstar Mid-Cap Growth ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #905 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's iShares Morningstar Mid-Cap Growth ETF position peaked at $6.6M in Q4 2025.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.