Elevation Wealth Partners’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Elevation Wealth Partners’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	$21.8K	Sell	222 -32	-13%	-$2.89K	0.01%	565
2026 Q1	$20K	Hold	254	–	–	0.01%	373
2025 Q4	$20.2K	Buy	254 +1	+0.4%	+$81	0.01%	368
2025 Q3	$20.9K	Sell	253 -2	-0.8%	-$163	0.01%	321
2025 Q2	$20.5K	Hold	255	–	–	0.01%	316
2025 Q1	$18.2K	Hold	255	–	–	0.01%	319
2024 Q4	$19.2K	Buy	255 +252	+8,400%	+$19.3K	0.01%	314
2024 Q3	$219	Hold	3	–	–	﹤0.01%	449
2024 Q2	$204	Buy	+3	New	+$204	﹤0.01%	479

Other funds holding IMCG

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return