Proactive Wealth Strategies
IMCG icon

Proactive Wealth Strategies’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Proactive Wealth Strategies’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 		$309K Buy
3,292
+1,230
+60% +$119K 0.05% 185
2026
Q2 		$203K Buy
+2,062
New +$186K 0.03% 218

Other funds holding IMCG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Allegheny Financial Group
Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Victory Financial Group
Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Proactive Wealth Strategies's IMCG Position: Q3 2026 in Review

Proactive Wealth Strategies increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 60% in Q3 2026, buying an estimated $119K and bringing the position to 3,292 shares worth $309K. The position accounts for 0.05% of the portfolio, ranked #185.

Proactive Wealth Strategies first reported a position in IMCG in Q2 2026 and has held it in 2 quarters since. 349 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

  • Proactive Wealth Strategies held 3,292 shares of iShares Morningstar Mid-Cap Growth ETF worth $309K as of Q3 2026.
  • Proactive Wealth Strategies bought 1,230 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $119K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.05% of Proactive Wealth Strategies's portfolio in Q3 2026, its #185 holding.
  • Proactive Wealth Strategies first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • 349 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.