XY Planning Network’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

XY Planning Network’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	$344K	Buy	+3,503	New	+$316K	0.04%	271

Other funds holding IMCG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

XY Planning Network's IMCG Position: Q2 2026 in Review

XY Planning Network opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026: 3,503 shares worth $344K. The stake represents 0.04% of the portfolio and ranks #271 among its holdings.

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

XY Planning Network held 3,503 shares of iShares Morningstar Mid-Cap Growth ETF worth $344K as of Q2 2026.
iShares Morningstar Mid-Cap Growth ETF was a new XY Planning Network position in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.04% of XY Planning Network's portfolio in Q2 2026, its #271 holding.
133 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.