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

Physician 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	$2.56K	Buy	+26	New	+$2.35K	﹤0.01%	1392

Other funds holding IMCG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

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

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

Physician Wealth Advisors opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026: 26 shares worth $2.56K. The stake represents ﹤0.01% of the portfolio and ranks #1392 among its holdings.

106 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Physician Wealth Advisors held 26 shares of iShares Morningstar Mid-Cap Growth ETF worth $2.56K as of Q2 2026.
iShares Morningstar Mid-Cap Growth ETF was a new Physician Wealth Advisors position in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1392 holding.
106 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

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