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Silver Oak Securities’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Silver Oak Securities’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 		$1.55M Sell
15,732
-6
-0% -$541 0.09% 210
2026
Q1 		$1.24M Sell
15,738
-126
-0.8% -$10.3K 0.09% 221
2025
Q4 		$1.28M Buy
15,864
+6,377
+67% +$518K 0.09% 230
2025
Q3 		$785K Sell
9,487
-1,461
-13% -$119K 0.06% 317
2025
Q2 		$878K Sell
10,948
-2,140
-16% -$159K 0.07% 278
2025
Q1 		$933K Buy
13,088
+2,027
+18% +$154K 0.09% 249
2024
Q4 		$837K Sell
11,061
-1,113
-9% -$85.2K 0.08% 266
2024
Q3 		$888K Buy
12,174
+4,675
+62% +$324K 0.09% 224
2024
Q2 		$508K Buy
7,499
+535
+8% +$36.4K 0.08% 219
2024
Q1 		$492K Sell
6,964
-3,393
-33% -$226K 0.08% 237
2023
Q4 		$668K Buy
10,357
+3,948
+62% +$232K 0.09% 232
2023
Q3 		$366K Buy
6,409
+674
+12% +$40.7K 0.08% 198
2023
Q2 		$349K Buy
+5,735
New +$329K 0.06% 301
2022
Q4 		– Sell
-6,409
Closed -$366K – 380
2022
Q3 		$366K Buy
+6,409
New +$357K 0.08% 198

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

Silver Oak Securities's IMCG Position: Q2 2026 in Review

Silver Oak Securities reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.04% in Q2 2026, selling an estimated $541 and leaving 15,732 shares worth $1.55M. The position accounts for 0.09% of the portfolio, ranked #210.

Silver Oak Securities first reported a position in IMCG in Q3 2022 and has held it in 14 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Silver Oak Securities held 15,732 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.55M as of Q2 2026.
  • Silver Oak Securities sold 6 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $541.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.09% of Silver Oak Securities's portfolio in Q2 2026, its #210 holding.
  • Silver Oak Securities first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2022 and has held it in 14 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.