High Net Worth Advisory Group’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

High Net Worth Advisory Group’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	$442K	Hold	4,500	–	–	0.09%	166
2026 Q1	$354K	Hold	4,500	–	–	0.08%	177
2025 Q4	$359K	Hold	4,500	–	–	0.08%	171
2025 Q3	$372K	Hold	4,500	–	–	0.09%	164
2025 Q2	$361K	Hold	4,500	–	–	0.1%	158
2025 Q1	$321K	Hold	4,500	–	–	0.09%	158
2024 Q4	$340K	Hold	4,500	–	–	0.09%	160
2024 Q3	$328K	Hold	4,500	–	–	0.09%	164
2024 Q2	$305K	Hold	4,500	–	–	0.09%	159
2024 Q1	$318K	Hold	4,500	–	–	0.1%	157
2023 Q4	$290K	Hold	4,500	–	–	0.11%	147
2023 Q3	$257K	Hold	4,500	–	–	0.1%	152
2023 Q2	$274K	Buy	4,500 +1,000	+29%	+$57.4K	0.11%	151
2023 Q1	$201K	Hold	3,500	–	–	0.08%	184
2022 Q4	$189K	Buy	+3,500	New	+$189K	0.07%	191
2022 Q2	–	Sell	-30	Closed	-$2K	–	691
2022 Q1	$2K	Hold	30	–	–	﹤0.01%	640
2021 Q4	$2K	Buy	+30	New	+$2.18K	﹤0.01%	651

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

High Net Worth Advisory Group's IMCG Position: Q2 2026 in Review

High Net Worth Advisory Group held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 4,500 shares worth $442K. The position accounts for 0.09% of the portfolio, ranked #166.

High Net Worth Advisory Group first reported a position in IMCG in Q4 2021 and has held it in 17 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

High Net Worth Advisory Group held 4,500 shares of iShares Morningstar Mid-Cap Growth ETF worth $442K as of Q2 2026.
High Net Worth Advisory Group left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.09% of High Net Worth Advisory Group's portfolio in Q2 2026, its #166 holding.
High Net Worth Advisory Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 17 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.