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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Elevation Wealth Partners's IMCG Position: Q2 2026 in Review

Elevation Wealth Partners reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 13% in Q2 2026, selling an estimated $2.89K and leaving 222 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #565.

Elevation Wealth Partners first reported a position in IMCG in Q2 2024 and has held it in 9 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Elevation Wealth Partners held 222 shares of iShares Morningstar Mid-Cap Growth ETF worth $21.8K as of Q2 2026.
Elevation Wealth Partners sold 32 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.89K.
iShares Morningstar Mid-Cap Growth ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #565 holding.
Elevation Wealth Partners first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.