OxenFree Capital’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

OxenFree Capital’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	$10.8M	Buy	111,446 +983	+0.9%	+$88.7K	4.95%	6
2026 Q1	$9.43M	Buy	110,463 +18,625	+20%	+$1.53M	4.57%	6
2025 Q4	$7.33M	Buy	91,838 +5,102	+6%	+$415K	3.85%	6
2025 Q3	$7.24M	Buy	86,736 +6,322	+8%	+$515K	3.98%	6
2025 Q2	$6.45M	Buy	80,414 +3,443	+4%	+$256K	3.97%	6
2025 Q1	$5.12M	Buy	76,971 +5,492	+8%	+$418K	3.89%	7
2024 Q4	$5.4M	Buy	71,479 +2,936	+4%	+$225K	4.06%	6
2024 Q3	$5M	Buy	68,543 +3,697	+6%	+$256K	3.93%	6
2024 Q2	$4.39M	Sell	64,846 -23,631	-27%	-$1.61M	3.84%	6
2024 Q1	$6.25M	Buy	88,477 +2,458	+3%	+$164K	5.71%	6
2023 Q4	$5.54M	Buy	+86,019	New	+$5.05M	5.7%	6

Other funds holding IMCG

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return