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 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 $11.8B AUM 9.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IBEX Wealth Advisors's IMCG Position: Q1 2026 in Review

IBEX Wealth Advisors opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2026: 8,383 shares worth $660K. The stake represents 0.06% of the portfolio and ranks #136 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in IMCG as recently as Q3 2025.

IBEX Wealth Advisors first reported a position in IMCG in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.68M in Q4 2024. 401 funds tracked by Wall St. Rank hold IMCG as of Q1 2026.

IBEX Wealth Advisors held 8,383 shares of iShares Morningstar Mid-Cap Growth ETF worth $660K as of Q1 2026.
iShares Morningstar Mid-Cap Growth ETF was a new IBEX Wealth Advisors position in Q1 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.06% of IBEX Wealth Advisors's portfolio in Q1 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 5 quarters since.
IBEX Wealth Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.68M in Q4 2024.
401 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.