Ameritas Advisory Services’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Ameritas Advisory Services’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	$412K	Buy	+4,189	New	+$378K	0.01%	853
2025 Q4	–	Sell	-705	Closed	-$58.3K	–	1514
2025 Q3	$58.3K	Sell	705 -3,285	-82%	-$268K	﹤0.01%	1022
2025 Q2	$320K	Sell	3,990 -121	-3%	-$9K	0.02%	613
2025 Q1	$296K	Sell	4,111 -38	-0.9%	-$2.9K	0.01%	708
2024 Q4	$313K	Buy	4,149 +762	+22%	+$58.3K	0.01%	714
2024 Q3	$247K	Sell	3,387 -18,169	-84%	-$1.26M	0.01%	741
2024 Q2	$1.46M	Buy	21,556 +157	+0.7%	+$10.7K	0.06%	318
2024 Q1	$1.44M	Buy	21,399 +16,243	+315%	+$1.08M	0.06%	297
2023 Q4	$336K	Sell	5,156 -53,510	-91%	-$3.14M	0.02%	522
2023 Q3	$3.34M	Buy	58,666 +40,387	+221%	+$2.44M	0.17%	120
2023 Q2	$1.1M	Sell	18,279 -37,552	-67%	-$2.15M	0.14%	164
2023 Q1	$3.19M	Buy	55,831 +6,700	+14%	+$383K	0.16%	122
2022 Q4	$2.65M	Buy	49,131 +5,663	+13%	+$305K	0.12%	172
2022 Q3	$2.19M	Buy	43,468 +727	+2%	+$40.5K	0.13%	158
2022 Q2	$2.22M	Buy	42,741 +1,670	+4%	+$95.1K	0.13%	166
2022 Q1	$2.64M	Buy	41,071 +15,533	+61%	+$1M	0.1%	166
2021 Q4	$1.87M	Buy	+25,538	New	+$1.86M	0.07%	232

Other funds holding IMCG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AFG

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameritas Advisory Services's IMCG Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026: 4,189 shares worth $412K. The stake represents 0.01% of the portfolio and ranks #853 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in IMCG as recently as Q3 2025.

Ameritas Advisory Services first reported a position in IMCG in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.34M in Q3 2023. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Ameritas Advisory Services held 4,189 shares of iShares Morningstar Mid-Cap Growth ETF worth $412K as of Q2 2026.
iShares Morningstar Mid-Cap Growth ETF was a new Ameritas Advisory Services position in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #853 holding.
Ameritas Advisory Services first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 17 quarters since.
Ameritas Advisory Services's iShares Morningstar Mid-Cap Growth ETF position peaked at $3.34M in Q3 2023.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.