PWS
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
Q2 		$203K Buy
+2,062
New +$186K 0.03% 218

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
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CFG
Cosner Financial Group Windsor, Colorado $195M AUM 17.26% 1-Year Est. Return

Proactive Wealth Strategies's IMCG Position: Q2 2026 in Review

Proactive Wealth Strategies opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026: 2,062 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #218 among its holdings.

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

  • Proactive Wealth Strategies held 2,062 shares of iShares Morningstar Mid-Cap Growth ETF worth $203K as of Q2 2026.
  • iShares Morningstar Mid-Cap Growth ETF was a new Proactive Wealth Strategies position in Q2 2026.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.03% of Proactive Wealth Strategies's portfolio in Q2 2026, its #218 holding.
  • 289 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.