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 Q3	$3.54M	Buy	37,683 +4,351	+13%	+$420K	0.76%	38
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	$1000K	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	$1.82M	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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $439M AUM 11.84% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Accel Wealth Management's IMCG Position: Q3 2026 in Review

Accel Wealth Management increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 13% in Q3 2026, buying an estimated $420K and bringing the position to 37,683 shares worth $3.54M. The position accounts for 0.76% of the portfolio, ranked #38.

Accel Wealth Management first reported a position in IMCG in Q4 2020 and has held it in 24 quarters since. 162 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

Accel Wealth Management held 37,683 shares of iShares Morningstar Mid-Cap Growth ETF worth $3.54M as of Q3 2026.
Accel Wealth Management bought 4,351 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $420K.
iShares Morningstar Mid-Cap Growth ETF made up 0.76% of Accel Wealth Management's portfolio in Q3 2026, its #38 holding.
Accel Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 24 quarters since.
162 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.