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

Axxcess 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
Q1 		– Sell
-17,996
Closed -$1.44M – 694
2025
Q4 		$1.44M Buy
17,996
+578
+3% +$47K 0.03% 438
2025
Q3 		$1.44M Buy
17,418
+379
+2% +$30.9K 0.03% 376
2025
Q2 		$1.37M Sell
17,039
-429
-2% -$31.9K 0.03% 354
2025
Q1 		$1.25M Buy
17,468
+587
+3% +$44.7K 0.03% 344
2024
Q4 		$1.28M Buy
16,881
+1,055
+7% +$80.7K 0.03% 354
2024
Q3 		$1.15M Buy
15,826
+919
+6% +$63.7K 0.03% 365
2024
Q2 		$1.01M Buy
14,907
+1,383
+10% +$94K 0.03% 372
2024
Q1 		$956K Buy
13,524
+821
+6% +$54.7K 0.03% 382
2023
Q4 		$819K Buy
12,703
+776
+7% +$45.6K 0.02% 398
2023
Q3 		$681K Buy
+11,927
New +$720K 0.02% 395

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return