World Investment Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

World Investment 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	$666K	Sell	7,124 -2,025	-22%	-$183K	0.01%	837
2026 Q1	$721K	Buy	9,149 +215	+2%	+$17.6K	0.01%	826
2025 Q4	$713K	Buy	+8,934	New	+$726K	0.01%	798
2024 Q3	–	Sell	-39,072	Closed	-$2.65M	–	917
2024 Q2	$2.65M	Buy	39,072 +2,022	+5%	+$138K	0.16%	129
2024 Q1	$2.62M	Buy	+37,050	New	+$2.47M	0.37%	66

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

World Investment Advisors's IMCG Position: Q2 2026 in Review

World Investment Advisors reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 22% in Q2 2026, selling an estimated $183K and leaving 7,124 shares worth $666K. The position accounts for 0.01% of the portfolio, ranked #837.

World Investment Advisors first reported a position in IMCG in Q1 2024 and has held it in 5 quarters since. The position peaked at $2.65M in Q2 2024. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

World Investment Advisors held 7,124 shares of iShares Morningstar Mid-Cap Growth ETF worth $666K as of Q2 2026.
World Investment Advisors sold 2,025 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $183K.
iShares Morningstar Mid-Cap Growth ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #837 holding.
World Investment Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2024 and has held it in 5 quarters since.
World Investment Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $2.65M in Q2 2024.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.