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 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

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

IBEX Wealth Advisors's IMCG Position: Q2 2026 in Review

IBEX Wealth Advisors increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 2.7% in Q2 2026, buying an estimated $20.1K and bringing the position to 8,606 shares worth $846K. The position accounts for 0.07% of the portfolio, ranked #130.

IBEX Wealth Advisors first reported a position in IMCG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.68M in Q4 2024. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

IBEX Wealth Advisors held 8,606 shares of iShares Morningstar Mid-Cap Growth ETF worth $846K as of Q2 2026.
IBEX Wealth Advisors bought 223 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $20.1K.
iShares Morningstar Mid-Cap Growth ETF made up 0.07% of IBEX Wealth Advisors's portfolio in Q2 2026, its #130 holding.
IBEX Wealth Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
IBEX Wealth Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.68M in Q4 2024.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.