AWM
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Accel Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Accel Wealth Management’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 		$3.28M Sell
33,332
-535
-2% -$48.3K 0.74% 39
2026
Q1 		$2.67M Buy
33,867
+4,917
+17% +$403K 0.7% 34
2025
Q4 		$2.31M Buy
28,950
+2,378
+9% +$193K 0.63% 37
2025
Q3 		$2.2M Buy
26,572
+5,808
+28% +$474K 0.64% 39
2025
Q2 		$1.67M Buy
20,764
+1,364
+7% +$101K 0.56% 52
2025
Q1 		$1.39M Buy
19,400
+2,119
+12% +$161K 0.5% 55
2024
Q4 		$1.31M Buy
17,281
+416
+2% +$31.8K 0.49% 58
2024
Q3 		$1.23M Buy
16,865
+2,105
+14% +$146K 0.46% 59
2024
Q2 		$1,000K Buy
14,760
+1,833
+14% +$125K 0.4% 63
2024
Q1 		$914K Buy
12,927
+3,360
+35% +$224K 0.39% 68
2023
Q4 		$617K Buy
9,567
+1,946
+26% +$114K 0.31% 81
2023
Q3 		$435K Sell
7,621
-101
-1% -$6.09K 0.24% 98
2023
Q2 		$471K Sell
7,722
-755
-9% -$43.3K 0.26% 96
2023
Q1 		$488K Sell
8,477
-1,086
-11% -$62.1K 0.2% 118
2022
Q4 		$515K Sell
9,563
-3,024
-24% -$163K 0.25% 84
2022
Q3 		$674K Sell
12,587
-1,329
-10% -$74.1K 0.36% 65
2022
Q2 		$737K Sell
13,916
-14,166
-50% -$806K 0.42% 57
2022
Q1 		$1.81M Sell
28,082
-2,555
-8% -$165K 0.94% 25
2021
Q4 		$2.24M Buy
30,637
+8,392
+38% +$610K 1.1% 22
2021
Q3 		$1.53M Buy
22,245
+1,691
+8% +$119K 0.99% 28
2021
Q2 		$1.42M Buy
20,554
+4,960
+32% +$327K 0.94% 26
2021
Q1 		$983K Buy
15,594
+4,650
+42% +$301K 0.8% 28
2020
Q4 		$698K Buy
+10,944
New +$646K 0.65% 34

Other funds holding IMCG

AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Accel Wealth Management's IMCG Position: Q2 2026 in Review

Accel Wealth Management reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 1.6% in Q2 2026, selling an estimated $48.3K and leaving 33,332 shares worth $3.28M. The position accounts for 0.74% of the portfolio, ranked #39.

Accel Wealth Management first reported a position in IMCG in Q4 2020 and has held it in 23 quarters since. 180 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Accel Wealth Management held 33,332 shares of iShares Morningstar Mid-Cap Growth ETF worth $3.28M as of Q2 2026.
  • Accel Wealth Management sold 535 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $48.3K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.74% of Accel Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Accel Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 180 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.