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

Scott Capital 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	$11.1M	Sell	113,384 -1,583	-1%	-$143K	1.75%	16
2026 Q1	$9.54M	Buy	114,967 +3,373	+3%	+$276K	1.93%	14
2025 Q4	$8.91M	Buy	111,594 +1,455	+1%	+$118K	1.97%	13
2025 Q3	$9.19M	Sell	110,139 -10,127	-8%	-$826K	2.08%	13
2025 Q2	$9.75M	Sell	120,266 -235	-0.2%	-$17.5K	2.64%	12
2025 Q1	$8.61M	Sell	120,501 -1,434	-1%	-$109K	2.57%	12
2024 Q4	$9.2M	Sell	121,935 -302	-0.2%	-$23.1K	2.64%	12
2024 Q3	$8.92M	Sell	122,237 -4,229	-3%	-$293K	2.53%	12
2024 Q2	$8.53M	Sell	126,466 -23,709	-16%	-$1.61M	2.52%	13
2024 Q1	$10.5M	Buy	150,175 +4,493	+3%	+$299K	3.2%	10
2023 Q4	$9.39M	Sell	145,682 -194	-0.1%	-$11.4K	3.15%	10
2023 Q3	$8.41M	Buy	145,876 +24,828	+21%	+$1.5M	3.35%	9
2023 Q2	$7.38M	Buy	121,048 +9,049	+8%	+$519K	3.17%	9
2023 Q1	$6.45M	Buy	111,999 +54,735	+96%	+$3.13M	3.11%	9
2022 Q4	$3.09M	Buy	57,264 +52,614	+1,131%	+$2.83M	1.75%	12
2022 Q3	$234K	Buy	4,650 +460	+11%	+$25.6K	0.16%	33
2022 Q2	$218K	Sell	4,190 -1,027	-20%	-$58.5K	0.15%	36
2022 Q1	$335K	Buy	5,217 +523	+11%	+$33.7K	0.2%	36
2021 Q4	$344K	Buy	+4,694	New	+$341K	0.21%	26

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

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 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