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

Medallion 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 		$13.7K Buy
+139
New +$12.5K ﹤0.01% 691

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Medallion Wealth Advisors opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026: 139 shares worth $13.7K. The stake represents ﹤0.01% of the portfolio and ranks #691 among its holdings.

423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Medallion Wealth Advisors held 139 shares of iShares Morningstar Mid-Cap Growth ETF worth $13.7K as of Q2 2026.
  • iShares Morningstar Mid-Cap Growth ETF was a new Medallion Wealth Advisors position in Q2 2026.
  • iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #691 holding.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.