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

OneDigital Investment Advisors’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	$1.3M	Sell	13,234 -411	-3%	-$37.1K	0.01%	652
2026 Q1	$1.07M	Sell	13,645 -2,758	-17%	-$226K	0.01%	661
2025 Q4	$1.31M	Buy	16,403 +2,117	+15%	+$172K	0.01%	591
2025 Q3	$1.18M	Sell	14,286 -981	-6%	-$80K	0.01%	600
2025 Q2	$1.22M	Buy	15,267 +1,613	+12%	+$120K	0.01%	571
2025 Q1	$975K	Buy	13,654 +10,521	+336%	+$802K	0.01%	618
2024 Q4	$237K	Buy	3,133 +1	+0%	+$77	﹤0.01%	1246
2024 Q3	$229K	Hold	3,132	–	–	﹤0.01%	1292
2024 Q2	$212K	Buy	3,132 +1	+0%	+$68	﹤0.01%	1264
2024 Q1	$221K	Hold	3,131	–	–	﹤0.01%	1009
2023 Q4	$202K	Buy	+3,131	New	+$184K	﹤0.01%	1056
2021 Q2	–	Sell	-14,232	Closed	-$897K	–	762
2021 Q1	$897K	Sell	14,232 -3,762	-21%	-$244K	0.04%	266
2020 Q4	$1.15M	Sell	17,994 -3,606	-17%	-$213K	0.06%	214
2020 Q3	$1.15M	Buy	21,600 +12,438	+136%	+$648K	0.08%	186
2020 Q2	$448K	Buy	+9,162	New	+$403K	0.03%	335

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

OneDigital Investment Advisors's IMCG Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 3% in Q2 2026, selling an estimated $37.1K and leaving 13,234 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #652.

OneDigital Investment Advisors first reported a position in IMCG in Q2 2020 and has held it in 15 quarters since. The position peaked at $1.31M in Q4 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

OneDigital Investment Advisors held 13,234 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.3M as of Q2 2026.
OneDigital Investment Advisors sold 411 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $37.1K.
iShares Morningstar Mid-Cap Growth ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #652 holding.
OneDigital Investment Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2020 and has held it in 15 quarters since.
OneDigital Investment Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.31M in Q4 2025.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.