Silver Oak Wealth Advisors Services’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Silver Oak Wealth Advisors 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
2026 Q2	$8.3M	Sell	84,468 -3,969	-4%	-$358K	4.97%	7
2026 Q1	$6.97M	Buy	88,437 +2,275	+3%	+$186K	4.52%	7
2025 Q4	$6.88M	Buy	86,162 +478	+0.6%	+$38.8K	4.44%	7
2025 Q3	$7.09M	Buy	85,684 +2,056	+2%	+$168K	4.67%	7
2025 Q2	$6.71M	Sell	83,628 -18,778	-18%	-$1.4M	4.83%	7
2025 Q1	$7.31M	Buy	102,406 +851	+0.8%	+$64.8K	6.52%	6
2024 Q4	$7.67M	Buy	+101,555	New	+$7.77M	6.64%	5

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

Silver Oak Wealth Advisors Services's IMCG Position: Q2 2026 in Review

Silver Oak Wealth Advisors Services reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 4.5% in Q2 2026, selling an estimated $358K and leaving 84,468 shares worth $8.3M. The position accounts for 4.97% of the portfolio, ranked #7.

Silver Oak Wealth Advisors Services first reported a position in IMCG in Q4 2024 and has held it in 7 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Silver Oak Wealth Advisors Services held 84,468 shares of iShares Morningstar Mid-Cap Growth ETF worth $8.3M as of Q2 2026.
Silver Oak Wealth Advisors Services sold 3,969 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $358K.
iShares Morningstar Mid-Cap Growth ETF made up 4.97% of Silver Oak Wealth Advisors Services's portfolio in Q2 2026, its #7 holding.
Silver Oak Wealth Advisors Services first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Silver Oak Wealth Advisors Services's 13F filing for Q2 2026, filed 5 Aug 2026.