CX Institutional
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CX Institutional’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

CX Institutional’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 		$194K Sell
2,065
-31
-1% -$2.99K 0.01% 752
2026
Q2 		$206K Buy
2,096
+32
+2% +$2.89K 0.01% 735
2026
Q1 		$163K Sell
2,064
-183
-8% -$15K 0.01% 769
2025
Q4 		$179K Buy
2,247
+892
+66% +$72.5K 0.01% 742
2025
Q3 		$112K Buy
+1,355
New +$110K ﹤0.01% 808

Other funds holding IMCG

Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
Eagle Strategies
Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return
OxenFree Capital
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
Scott Capital Advisors
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

CX Institutional's IMCG Position: Q3 2026 in Review

CX Institutional reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 1.5% in Q3 2026, selling an estimated $2.99K and leaving 2,065 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #752.

CX Institutional first reported a position in IMCG in Q3 2025 and has held it in 5 quarters since. The position peaked at $206K in Q2 2026. 117 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

  • CX Institutional held 2,065 shares of iShares Morningstar Mid-Cap Growth ETF worth $194K as of Q3 2026.
  • CX Institutional sold 31 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $2.99K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #752 holding.
  • CX Institutional first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • CX Institutional's iShares Morningstar Mid-Cap Growth ETF position peaked at $206K in Q2 2026.
  • 117 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.