HRC Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

HRC Wealth Management’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	$999K	Sell	10,166 -1,250	-11%	-$113K	0.41%	20
2026 Q1	$899K	Sell	11,416 -226	-2%	-$18.5K	0.42%	20
2025 Q4	$930K	Buy	11,642 +234	+2%	+$19K	0.45%	18
2025 Q3	$944K	Buy	11,408 +72	+0.6%	+$5.87K	0.46%	17
2025 Q2	$909K	Sell	11,336 -370	-3%	-$27.5K	0.48%	16
2025 Q1	$836K	Sell	11,706 -1,994	-15%	-$152K	0.52%	16
2024 Q4	$1.03M	Buy	13,700 +696	+5%	+$53.3K	0.61%	12
2024 Q3	$949K	Buy	13,004 +25	+0.2%	+$1.73K	0.61%	13
2024 Q2	$879K	Sell	12,979 -246	-2%	-$16.7K	0.6%	14
2024 Q1	$935K	Sell	13,225 -2,772	-17%	-$185K	0.68%	13
2023 Q4	$1.03M	Buy	+15,997	New	+$940K	0.89%	11

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

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

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