NWM
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Nova Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Nova Wealth Management’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 		$657K Sell
6,686
-3,541
-35% -$320K 0.36% 80
2026
Q1 		$806K Sell
10,227
-11,739
-53% -$962K 0.52% 64
2025
Q4 		$1.75M Buy
21,966
+113
+0.5% +$9.18K 1.2% 20
2025
Q3 		$1.81M Buy
21,853
+5,685
+35% +$464K 1.27% 18
2025
Q2 		$1.3M Buy
16,168
+11,849
+274% +$881K 0.95% 25
2025
Q1 		$309K Buy
4,319
+4,219
+4,219% +$321K 0.27% 91
2024
Q4 		$7.55K Buy
+100
New +$7.65K 0.01% 275

Other funds holding IMCG

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
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Nova Wealth Management's IMCG Position: Q2 2026 in Review

Nova Wealth Management reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 35% in Q2 2026, selling an estimated $320K and leaving 6,686 shares worth $657K. The position accounts for 0.36% of the portfolio, ranked #80.

Nova Wealth Management first reported a position in IMCG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.81M in Q3 2025. 69 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Nova Wealth Management held 6,686 shares of iShares Morningstar Mid-Cap Growth ETF worth $657K as of Q2 2026.
  • Nova Wealth Management sold 3,541 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $320K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.36% of Nova Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Nova Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Nova Wealth Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.81M in Q3 2025.
  • 69 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.