IWP
IMCG icon

Innova Wealth Partners’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Innova Wealth Partners’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 		$583K Buy
5,932
+2,762
+87% +$249K 0.24% 78
2026
Q1 		$250K Buy
+3,170
New +$260K 0.12% 134

Other funds holding IMCG

AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Innova Wealth Partners's IMCG Position: Q2 2026 in Review

Innova Wealth Partners increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 87% in Q2 2026, buying an estimated $249K and bringing the position to 5,932 shares worth $583K. The position accounts for 0.24% of the portfolio, ranked #78.

Innova Wealth Partners first reported a position in IMCG in Q1 2026 and has held it in 2 quarters since. 200 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Innova Wealth Partners held 5,932 shares of iShares Morningstar Mid-Cap Growth ETF worth $583K as of Q2 2026.
  • Innova Wealth Partners bought 2,762 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $249K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.24% of Innova Wealth Partners's portfolio in Q2 2026, its #78 holding.
  • Innova Wealth Partners first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.