QWM
IMCG icon

Quaker Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Quaker Wealth Management’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
2025
Q2 		– Sell
-335
Closed -$23.9K – 1266
2025
Q1 		$23.9K Buy
+335
New +$25.5K 0.01% 227

Other funds holding IMCG

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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Quaker Wealth Management's IMCG Position: Q2 2026 in Review

Quaker Wealth Management held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 338 shares worth $33.2K. The position accounts for 0.01% of the portfolio, ranked #199.

Quaker Wealth Management first reported a position in IMCG in Q2 2025 and has held it in 5 quarters since. 180 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Quaker Wealth Management held 338 shares of iShares Morningstar Mid-Cap Growth ETF worth $33.2K as of Q2 2026.
  • Quaker Wealth Management left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #199 holding.
  • Quaker Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 180 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.