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

Capital 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	$24.4M	Buy	259,662 +16,157	+7%	+$1.56M	5.56%	7
2026 Q2	$23.9M	Buy	243,505 +16,622	+7%	+$1.5M	5.76%	8
2026 Q1	$17.9M	Buy	226,883 +28,238	+14%	+$2.31M	4.84%	11
2025 Q4	$15.9M	Buy	198,645 +21,578	+12%	+$1.75M	5.12%	10
2025 Q3	$14.6M	Buy	177,067 +4,676	+3%	+$381K	5.1%	9
2025 Q2	$13.8M	Buy	172,391 +10,945	+7%	+$814K	5.16%	9
2025 Q1	$11.5M	Buy	161,446 +5,356	+3%	+$408K	4.78%	10
2024 Q4	$11.8M	Sell	156,090 -465	-0.3%	-$35.6K	5.05%	9
2024 Q3	$11.4M	Sell	156,555 -543	-0.3%	-$37.7K	4.9%	10
2024 Q2	$10.6M	Buy	157,098 +761	+0.5%	+$51.8K	4.87%	9
2024 Q1	$11M	Sell	156,337 -911	-0.6%	-$60.7K	5.29%	9
2023 Q4	$10.1M	Sell	157,248 -1,804	-1%	-$106K	5.16%	9
2023 Q3	$9.09M	Buy	159,052 +1,259	+0.8%	+$76K	4.98%	10
2023 Q2	$9.6M	Buy	157,793 +3,032	+2%	+$174K	5.23%	9
2023 Q1	$8.91M	Buy	154,761 +51,515	+50%	+$2.94M	5.12%	9
2022 Q4	$5.56M	Buy	103,246 +15,991	+18%	+$861K	3.76%	7
2022 Q3	$4.4M	Buy	87,255 +3,310	+4%	+$185K	3.41%	8
2022 Q2	$4.36M	Buy	83,945 +24,852	+42%	+$1.41M	3.23%	9
2022 Q1	$3.8M	Buy	59,093 +9,043	+18%	+$582K	2.56%	15
2021 Q4	$3.67M	Buy	50,050 +491	+1%	+$35.7K	2.57%	13
2021 Q3	$3.41M	Sell	49,559 -1,409	-3%	-$100K	2.64%	13
2021 Q2	$3.51M	Buy	50,968 +8,590	+20%	+$567K	2.57%	12
2021 Q1	$2.67M	Buy	42,378 +2,646	+7%	+$171K	2.12%	15
2020 Q4	$2.53M	Buy	39,732 +906	+2%	+$53.5K	2.19%	13
2020 Q3	$2.07M	Buy	38,826 +22,932	+144%	+$1.2M	2.09%	12
2020 Q2	$777K	Sell	15,894 -1,656	-9%	-$72.9K	0.83%	24
2020 Q1	$638K	Buy	17,550 +10,188	+138%	+$432K	0.8%	20
2019 Q4	$323K	Buy	7,362 +2,334	+46%	+$97.9K	0.33%	24
2019 Q3	$204K	Buy	+5,028	New	+$210K	0.22%	33

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

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

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

Capital Wealth Management increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 6.6% in Q3 2026, buying an estimated $1.56M and bringing the position to 259,662 shares worth $24.4M. The position accounts for 5.56% of the portfolio, ranked #7.

Capital Wealth Management first reported a position in IMCG in Q3 2019 and has held it in 29 quarters since. 197 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

Capital Wealth Management held 259,662 shares of iShares Morningstar Mid-Cap Growth ETF worth $24.4M as of Q3 2026.
Capital Wealth Management bought 16,157 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $1.56M.
iShares Morningstar Mid-Cap Growth ETF made up 5.56% of Capital Wealth Management's portfolio in Q3 2026, its #7 holding.
Capital Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2019 and has held it in 29 quarters since.
197 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Capital Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.