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Owl Creek Wealth Partners’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Owl Creek Wealth Partners’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 		$152K Hold
1,550
– – 0.04% 136
2026
Q1 		$122K Buy
+1,550
New +$127K 0.04% 148

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Owl Creek Wealth Partners's IMCG Position: Q2 2026 in Review

Owl Creek Wealth Partners held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 1,550 shares worth $152K. The position accounts for 0.04% of the portfolio, ranked #136.

Owl Creek Wealth Partners first reported a position in IMCG in Q1 2026 and has held it in 2 quarters since. 404 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Owl Creek Wealth Partners held 1,550 shares of iShares Morningstar Mid-Cap Growth ETF worth $152K as of Q2 2026.
  • Owl Creek Wealth Partners left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.04% of Owl Creek Wealth Partners's portfolio in Q2 2026, its #136 holding.
  • Owl Creek Wealth Partners first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Owl Creek Wealth Partners's 13F filing for Q2 2026, filed 20 Jul 2026.