CoreCap Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

CoreCap Advisors’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	$2.31K	Buy	24 +23	+2,300%	+$2.22K	﹤0.01%	2468
2026 Q2	$56	Buy	+1	New	+$90	﹤0.01%	3113
2026 Q1	–	Sell	-254	Closed	-$20.8K	–	2883
2025 Q4	$20.2K	Buy	+254	New	+$20.6K	﹤0.01%	1675
2022 Q4	$6.04K	Buy	+112	New	+$6.03K	﹤0.01%	1701
2022 Q3	–	Sell	-112	Closed	-$6K	–	1268
2022 Q2	$6K	Buy	+112	New	+$6.38K	﹤0.01%	1621
2022 Q1	–	Sell	-1,600	Closed	-$117K	–	1268
2021 Q4	$117K	Buy	+1,600	New	+$116K	0.01%	696

Other funds holding IMCG

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

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

RIA

Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

CoreCap Advisors's IMCG Position: Q3 2026 in Review

CoreCap Advisors increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 2,300% in Q3 2026, buying an estimated $2.22K and bringing the position to 24 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #2468.

CoreCap Advisors first reported a position in IMCG in Q4 2021 and has held it in 6 quarters since. The position peaked at $117K in Q4 2021. 23 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

CoreCap Advisors held 24 shares of iShares Morningstar Mid-Cap Growth ETF worth $2.31K as of Q3 2026.
CoreCap Advisors bought 23 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $2.22K.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2468 holding.
CoreCap Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 6 quarters since.
CoreCap Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $117K in Q4 2021.
23 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.