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

Orgel 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	$27.9M	Sell	284,164 -7,453	-3%	-$673K	0.53%	23
2026 Q1	$23M	Buy	291,617 +380	+0.1%	+$31.1K	0.49%	24
2025 Q4	$23.3M	Buy	291,237 +1,019	+0.4%	+$82.8K	0.51%	24
2025 Q3	$24M	Sell	290,218 -5,688	-2%	-$464K	0.55%	24
2025 Q2	$23.7M	Sell	295,906 -4,152	-1%	-$309K	0.57%	24
2025 Q1	$21.4M	Sell	300,058 -12,214	-4%	-$931K	0.56%	23
2024 Q4	$23.6M	Sell	312,272 -10,669	-3%	-$816K	0.62%	24
2024 Q3	$23.6M	Sell	322,941 -13,668	-4%	-$948K	0.59%	26
2024 Q2	$22.8M	Sell	336,609 -857	-0.3%	-$58.3K	0.62%	25
2024 Q1	$23.9M	Sell	337,466 -76,777	-19%	-$5.11M	0.65%	24
2023 Q4	$26.7M	Sell	414,243 -14,316	-3%	-$841K	0.79%	23
2023 Q3	$24.5M	Buy	428,559 +31,114	+8%	+$1.88M	0.83%	20
2023 Q2	$24.2M	Buy	397,445 +9,072	+2%	+$520K	0.8%	22
2023 Q1	$22.4M	Buy	388,373 +15,848	+4%	+$906K	0.8%	22
2022 Q4	$20.1M	Buy	372,525 +124,139	+50%	+$6.69M	0.77%	22
2022 Q3	$12.5M	Sell	248,386 -73,991	-23%	-$4.13M	0.62%	21
2022 Q2	$16.7M	Buy	+322,377	New	+$18.4M	0.95%	17

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

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

Orgel Wealth Management reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 2.6% in Q2 2026, selling an estimated $673K and leaving 284,164 shares worth $27.9M. The position accounts for 0.53% of the portfolio, ranked #23.

Orgel Wealth Management first reported a position in IMCG in Q2 2022 and has held it in 17 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Orgel Wealth Management held 284,164 shares of iShares Morningstar Mid-Cap Growth ETF worth $27.9M as of Q2 2026.
Orgel Wealth Management sold 7,453 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $673K.
iShares Morningstar Mid-Cap Growth ETF made up 0.53% of Orgel Wealth Management's portfolio in Q2 2026, its #23 holding.
Orgel Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

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