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 Q3	$20.9K	Buy	223 +1	+0.5%	+$96	0.01%	667
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

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

CWM

Capital Wealth Management W. Warwick, Rhode Island $439M AUM 11.84% 1-Year Est. Return

Elevation Wealth Partners's IMCG Position: Q3 2026 in Review

Elevation Wealth Partners increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.45% in Q3 2026, buying an estimated $96 and bringing the position to 223 shares worth $20.9K. The position accounts for 0.01% of the portfolio, ranked #667.

Elevation Wealth Partners first reported a position in IMCG in Q2 2024 and has held it in 10 quarters since. The position peaked at $21.8K in Q2 2026. 221 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

Elevation Wealth Partners held 223 shares of iShares Morningstar Mid-Cap Growth ETF worth $20.9K as of Q3 2026.
Elevation Wealth Partners bought 1 iShares Morningstar Mid-Cap Growth ETF share in Q3 2026, an estimated $96.
iShares Morningstar Mid-Cap Growth ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #667 holding.
Elevation Wealth Partners first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2024 and has held it in 10 quarters since.
Elevation Wealth Partners's iShares Morningstar Mid-Cap Growth ETF position peaked at $21.8K in Q2 2026.
221 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.