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 Q3	$423K	Hold	4,500	–	–	0.09%	175
2026 Q2	$442K	Hold	4,500	–	–	0.09%	167
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 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

High Net Worth Advisory Group's IMCG Position: Q3 2026 in Review

High Net Worth Advisory Group held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q3 2026 at 4,500 shares worth $423K. The position accounts for 0.09% of the portfolio, ranked #175.

High Net Worth Advisory Group first reported a position in IMCG in Q4 2021 and has held it in 18 quarters since. The position peaked at $442K in Q2 2026. 285 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

High Net Worth Advisory Group held 4,500 shares of iShares Morningstar Mid-Cap Growth ETF worth $423K as of Q3 2026.
High Net Worth Advisory Group left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.09% of High Net Worth Advisory Group's portfolio in Q3 2026, its #175 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 18 quarters since.
High Net Worth Advisory Group's iShares Morningstar Mid-Cap Growth ETF position peaked at $442K in Q2 2026.
285 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.