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
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 $11.8B AUM 9.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameritas Advisory Services's IMCG Position: Q4 2025 in Review

Ameritas Advisory Services sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q4 2025, closing a stake of 705 shares — an estimated $58.3K sold.

Ameritas Advisory Services first reported a position in IMCG in Q4 2021 and held it in 16 quarters. The position peaked at $3.34M in Q3 2023. 397 funds tracked by Wall St. Rank hold IMCG as of Q4 2025.

Ameritas Advisory Services reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 705 iShares Morningstar Mid-Cap Growth ETF shares in Q4 2025, an estimated $58.3K.
Ameritas Advisory Services first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 and held it in 16 quarters.
Ameritas Advisory Services's iShares Morningstar Mid-Cap Growth ETF position peaked at $3.34M in Q3 2023.
397 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.