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Onyx Bridge Wealth Group’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Onyx Bridge Wealth Group’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 		$709K Sell
7,209
-770
-10% -$69.5K 0.06% 191
2026
Q1 		$629K Sell
7,979
-612
-7% -$50.1K 0.07% 189
2025
Q4 		$686K Sell
8,591
-2,257
-21% -$183K 0.07% 180
2025
Q3 		$897K Buy
+10,848
New +$884K 0.1% 149

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Onyx Bridge Wealth Group's IMCG Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 9.7% in Q2 2026, selling an estimated $69.5K and leaving 7,209 shares worth $709K. The position accounts for 0.06% of the portfolio, ranked #191.

Onyx Bridge Wealth Group first reported a position in IMCG in Q3 2025 and has held it in 4 quarters since. The position peaked at $897K in Q3 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Onyx Bridge Wealth Group held 7,209 shares of iShares Morningstar Mid-Cap Growth ETF worth $709K as of Q2 2026.
  • Onyx Bridge Wealth Group sold 770 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $69.5K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.06% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #191 holding.
  • Onyx Bridge Wealth Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Onyx Bridge Wealth Group's iShares Morningstar Mid-Cap Growth ETF position peaked at $897K in Q3 2025.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.