Axxcess Wealth Management
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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
Q3 		– Sell
-17,628
Closed -$1.73M – 1124
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Allegheny Financial Group
Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Victory Financial Group
Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

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

Axxcess Wealth Management sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2026, closing a stake of 17,628 shares — an estimated $1.73M sold.

Axxcess Wealth Management first reported a position in IMCG in Q3 2023 and held it in 11 quarters. The position peaked at $1.73M in Q2 2026. 346 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

  • Axxcess Wealth Management reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 17,628 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $1.73M.
  • Axxcess Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2023 and held it in 11 quarters.
  • Axxcess Wealth Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.73M in Q2 2026.
  • 346 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.