IBEX Wealth Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

IBEX Wealth Advisors’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	$707K	Sell	7,533 -1,073	-12%	-$104K	0.05%	136
2026 Q2	$846K	Buy	8,606 +223	+3%	+$20.1K	0.07%	130
2026 Q1	$660K	Buy	+8,383	New	+$687K	0.06%	136
2025 Q4	–	Sell	-11,959	Closed	-$989K	–	156
2025 Q3	$989K	Buy	11,959 +103	+0.9%	+$8.4K	0.09%	115
2025 Q2	$951K	Sell	11,856 -8,572	-42%	-$637K	0.1%	109
2025 Q1	$1.46M	Sell	20,428 -1,777	-8%	-$135K	0.19%	90
2024 Q4	$1.68M	Buy	+22,205	New	+$1.7M	0.2%	89

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

IBEX Wealth Advisors's IMCG Position: Q3 2026 in Review

IBEX Wealth Advisors reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 12% in Q3 2026, selling an estimated $104K and leaving 7,533 shares worth $707K. The position accounts for 0.05% of the portfolio, ranked #136.

IBEX Wealth Advisors first reported a position in IMCG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.68M in Q4 2024. 305 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

IBEX Wealth Advisors held 7,533 shares of iShares Morningstar Mid-Cap Growth ETF worth $707K as of Q3 2026.
IBEX Wealth Advisors sold 1,073 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $104K.
iShares Morningstar Mid-Cap Growth ETF made up 0.05% of IBEX Wealth Advisors's portfolio in Q3 2026, its #136 holding.
IBEX Wealth Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
IBEX Wealth Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.68M in Q4 2024.
305 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on IBEX Wealth Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.