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 Q3	$241K	Hold	2,572	–	–	0.05%	178
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

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Opal Wealth Advisors's IMCG Position: Q3 2026 in Review

Opal Wealth Advisors held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q3 2026 at 2,572 shares worth $241K. The position accounts for 0.05% of the portfolio, ranked #178.

Opal Wealth Advisors first reported a position in IMCG in Q2 2024 and has held it in 8 quarters since. The position peaked at $253K in Q2 2026. 123 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

Opal Wealth Advisors held 2,572 shares of iShares Morningstar Mid-Cap Growth ETF worth $241K as of Q3 2026.
Opal Wealth Advisors left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.05% of Opal Wealth Advisors's portfolio in Q3 2026, its #178 holding.
Opal Wealth Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
Opal Wealth Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $253K in Q2 2026.
123 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.