Summit Wealth Group (Colorado)’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Summit Wealth Group (Colorado)’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	$3.01M	Sell	32,103 -571	-2%	-$55.1K	0.19%	75
2026 Q2	$3.21M	Buy	32,674 +624	+2%	+$56.3K	0.27%	51
2026 Q1	$2.52M	Buy	32,050 +34	+0.1%	+$2.78K	0.27%	52
2025 Q4	$2.56M	Buy	+32,016	New	+$2.6M	0.34%	43
2025 Q3	–	Sell	-37,304	Closed	-$2.99M	–	560
2025 Q2	$2.99M	Buy	+37,304	New	+$2.77M	0.75%	34

Other funds holding IMCG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Summit Wealth Group (Colorado)'s IMCG Position: Q3 2026 in Review

Summit Wealth Group (Colorado) reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 1.7% in Q3 2026, selling an estimated $55.1K and leaving 32,103 shares worth $3.01M. The position accounts for 0.19% of the portfolio, ranked #75.

Summit Wealth Group (Colorado) first reported a position in IMCG in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.21M in Q2 2026. 396 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

Summit Wealth Group (Colorado) held 32,103 shares of iShares Morningstar Mid-Cap Growth ETF worth $3.01M as of Q3 2026.
Summit Wealth Group (Colorado) sold 571 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $55.1K.
iShares Morningstar Mid-Cap Growth ETF made up 0.19% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #75 holding.
Summit Wealth Group (Colorado) first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
Summit Wealth Group (Colorado)'s iShares Morningstar Mid-Cap Growth ETF position peaked at $3.21M in Q2 2026.
396 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.