XY Planning Network
IMCG icon

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
Q3 		$329K Hold
3,503
– – 0.04% 309
2026
Q2 		$344K Buy
+3,503
New +$316K 0.04% 271

Other funds holding IMCG

Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
PTM Wealth Management
PTM Wealth Management North Wales, United States $235M AUM 18.9% 1-Year Est. Return
Eagle Strategies
Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

XY Planning Network's IMCG Position: Q3 2026 in Review

XY Planning Network held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q3 2026 at 3,503 shares worth $329K. The position accounts for 0.04% of the portfolio, ranked #309.

XY Planning Network first reported a position in IMCG in Q2 2026 and has held it in 2 quarters since. The position peaked at $344K in Q2 2026. 135 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

  • XY Planning Network held 3,503 shares of iShares Morningstar Mid-Cap Growth ETF worth $329K as of Q3 2026.
  • XY Planning Network left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.04% of XY Planning Network's portfolio in Q3 2026, its #309 holding.
  • XY Planning Network first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • XY Planning Network's iShares Morningstar Mid-Cap Growth ETF position peaked at $344K in Q2 2026.
  • 135 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.