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 Q2	$1.73M	Buy	+17,628	New	+$1.59M	0.03%	417
2026 Q1	–	Sell	-17,996	Closed	-$1.44M	–	686
2025 Q4	$1.44M	Buy	17,996 +578	+3%	+$47K	0.02%	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 $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

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

Axxcess Wealth Management opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026: 17,628 shares worth $1.73M. The stake represents 0.03% of the portfolio and ranks #417 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in IMCG as recently as Q4 2025.

Axxcess Wealth Management first reported a position in IMCG in Q3 2023 and has held it in 11 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Axxcess Wealth Management held 17,628 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.73M as of Q2 2026.
iShares Morningstar Mid-Cap Growth ETF was a new Axxcess Wealth Management position in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.03% of Axxcess Wealth Management's portfolio in Q2 2026, its #417 holding.
Axxcess Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2023 and has held it in 11 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.