HRC Wealth Management
IMCG icon

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
Q3 		$924K Sell
9,843
-323
-3% -$31.2K 0.37% 26
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Allegheny Financial Group
Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Victory Financial Group
Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

HRC Wealth Management's IMCG Position: Q3 2026 in Review

HRC Wealth Management reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 3.2% in Q3 2026, selling an estimated $31.2K and leaving 9,843 shares worth $924K. The position accounts for 0.37% of the portfolio, ranked #26.

HRC Wealth Management first reported a position in IMCG in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.03M in Q4 2024. 285 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

  • HRC Wealth Management held 9,843 shares of iShares Morningstar Mid-Cap Growth ETF worth $924K as of Q3 2026.
  • HRC Wealth Management sold 323 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $31.2K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.37% of HRC Wealth Management's portfolio in Q3 2026, its #26 holding.
  • HRC Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • HRC Wealth Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.03M in Q4 2024.
  • 285 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on HRC Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.