Wilkerson Advisory Group’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Wilkerson Advisory Group’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	$1.1M	Sell	11,211 -389	-3%	-$35.1K	0.34%	37
2026 Q1	$914K	Buy	11,600 +565	+5%	+$46.3K	0.31%	37
2025 Q4	$881K	Buy	+11,035	New	+$897K	0.31%	37

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

Wilkerson Advisory Group's IMCG Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 3.4% in Q2 2026, selling an estimated $35.1K and leaving 11,211 shares worth $1.1M. The position accounts for 0.34% of the portfolio, ranked #37.

Wilkerson Advisory Group first reported a position in IMCG in Q4 2025 and has held it in 3 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Wilkerson Advisory Group held 11,211 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.1M as of Q2 2026.
Wilkerson Advisory Group sold 389 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $35.1K.
iShares Morningstar Mid-Cap Growth ETF made up 0.34% of Wilkerson Advisory Group's portfolio in Q2 2026, its #37 holding.
Wilkerson Advisory Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.