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

Opal 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	$253K	Hold	2,572	–	–	0.05%	185
2026 Q1	$203K	Hold	2,572	–	–	0.05%	206
2025 Q4	$205K	Hold	2,572	–	–	0.05%	198
2025 Q3	$213K	Hold	2,572	–	–	0.06%	184
2025 Q2	$206K	Hold	2,572	–	–	0.06%	187
2025 Q1	$184K	Buy	+2,572	New	+$196K	0.06%	194
2024 Q3	–	Sell	-2,572	Closed	-$174K	–	663
2024 Q2	$174K	Buy	+2,572	New	+$175K	0.06%	197

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

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

Opal Wealth Advisors held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 2,572 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #185.

Opal Wealth Advisors first reported a position in IMCG in Q2 2024 and has held it in 7 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Opal Wealth Advisors held 2,572 shares of iShares Morningstar Mid-Cap Growth ETF worth $253K as of Q2 2026.
Opal Wealth Advisors left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.05% of Opal Wealth Advisors's portfolio in Q2 2026, its #185 holding.
Opal Wealth Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2024 and has held it in 7 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.