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OneDigital Investment Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

OneDigital Investment Advisors’s Portfolio IMCB Stock Details IMCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,454
Closed -$204K – 1551
2025
Q3 		$204K Buy
+2,454
New +$200K ﹤0.01% 1419
2025
Q1 		– Sell
-2,811
Closed -$214K – 1453
2024
Q4 		$214K Buy
2,811
+2
+0.1% +$156 ﹤0.01% 1299
2024
Q3 		$214K Sell
2,809
-136
-5% -$9.88K ﹤0.01% 1333
2024
Q2 		$206K Buy
2,945
+70
+2% +$4.93K ﹤0.01% 1285
2024
Q1 		$209K Buy
+2,875
New +$197K ﹤0.01% 1029
2022
Q2 		– Sell
-3,146
Closed -$212K – 758
2022
Q1 		$212K Sell
3,146
-108
-3% -$7.18K 0.01% 692
2021
Q4 		$231K Buy
3,254
+4
+0.1% +$280 0.01% 680
2021
Q3 		$216K Hold
3,250
– – 0.01% 665
2021
Q2 		$218K Sell
3,250
-5,226
-62% -$344K 0.01% 649
2021
Q1 		$533K Sell
8,476
-204
-2% -$12.5K 0.02% 371
2020
Q4 		$508K Buy
8,680
+548
+7% +$30K 0.03% 351
2020
Q3 		$407K Buy
8,132
+3,464
+74% +$171K 0.03% 347
2020
Q2 		$215K Buy
+4,668
New +$203K 0.02% 529
2019
Q3 		– Sell
-1,776
Closed -$86K – 843
2019
Q2 		$86K Hold
1,776
– – 0.01% 477
2019
Q1 		$83K Buy
1,776
+8
+0.5% +$362 0.01% 401
2018
Q4 		$71K Buy
1,768
+16
+0.9% +$702 0.01% 393
2018
Q3 		$83K Buy
1,752
+8
+0.5% +$380 0.02% 302
2018
Q2 		$80K Hold
1,744
– – 0.02% 377
2018
Q1 		$79K Buy
1,744
+4
+0.2% +$186 0.02% 397
2017
Q4 		$81K Buy
1,740
+12
+0.7% +$541 0.01% 391
2017
Q3 		$75K Buy
1,728
+8
+0.5% +$341 0.03% 288
2017
Q2 		$73K Buy
+1,720
New +$72.4K 0.02% 380

Other funds holding IMCB

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIC
Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

OneDigital Investment Advisors's IMCB Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2025, closing a stake of 2,454 shares — an estimated $204K sold.

OneDigital Investment Advisors first reported a position in IMCB in Q2 2017 and held it in 22 quarters. The position peaked at $533K in Q1 2021. 202 funds tracked by Wall St. Rank hold IMCB as of Q4 2025.

  • OneDigital Investment Advisors reported no remaining iShares Morningstar Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 2,454 iShares Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $204K.
  • OneDigital Investment Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2017 and held it in 22 quarters.
  • OneDigital Investment Advisors's iShares Morningstar Mid-Cap ETF position peaked at $533K in Q1 2021.
  • 202 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2025.

Based on OneDigital Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.