Question 1

Does OneDigital Investment Advisors own IUSG stock?

Accepted Answer

Yes. As of its Q2 2026 13F, OneDigital Investment Advisors holds 72,221 shares of IUSG, worth $13.6M.

Question 2

How many shares of IUSG does OneDigital Investment Advisors own?

Accepted Answer

As of its Q2 2026 13F, OneDigital Investment Advisors holds 72,221 shares of IUSG.

Question 3

What is OneDigital Investment Advisors' IUSG position worth?

Accepted Answer

As of its Q2 2026 13F, OneDigital Investment Advisors' IUSG position is worth $13.6M.

Question 4

Is OneDigital Investment Advisors buying or selling IUSG?

Accepted Answer

In Q2 2026, OneDigital Investment Advisors reduced its IUSG position by 362 shares (-0.5%).

Question 5

When did OneDigital Investment Advisors first buy IUSG?

Accepted Answer

OneDigital Investment Advisors already held IUSG in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	72,221	-0.5%	$13.6M	0.1%	$188.09	0
2026-Q1	Decreased	72,583	-0.4%	$11.3M	0.1%	$154.91	0
2025-Q4	Decreased	72,873	-1.2%	$12.2M	0.1%	$167.54	0
2025-Q3	Decreased	73,782	-3.3%	$12.1M	0.1%	$163.89	0
2025-Q2	Decreased	76,283	-15.4%	$11.5M	0.1%	$149.58	0
2025-Q1	Decreased	90,135	-2.6%	$11.5M	0.1%	$126.20	0
2024-Q4	Increased	92,512	+2.8%	$12.9M	0.1%	$138.20	34
2024-Q3	Decreased	90,030	-0.1%	$11.9M	0.1%	$130.59	0
2024-Q2	Increased	90,102	+0.2%	$11.5M	0.1%	$126.26	33
2024-Q1	Decreased	89,921	-2.3%	$10.5M	0.2%	$115.96	0
2023-Q4	Decreased	91,991	-3.8%	$9.6M	0.2%	$102.84	0
2023-Q3	Decreased	95,606	-4.2%	$9.1M	0.2%	$93.39	0
2023-Q2	Decreased	99,804	-4.4%	$9.7M	0.2%	$95.58	0
2023-Q1	Decreased	104,353	-1.8%	$9.3M	0.2%	$86.69	0
2022-Q4	Decreased	106,261	-3.8%	$8.7M	0.3%	$79.55	0
2022-Q3	Decreased	110,505	-3.0%	$8.9M	0.3%	$77.83	0
2022-Q2	Decreased	113,957	-2.5%	$9.5M	0.4%	$81.00	0
2022-Q1	Decreased	116,874	-0.1%	$12.3M	0.5%	$102.06	0
2021-Q4	Increased	116,990	+4.7%	$13.5M	0.5%	$111.48	35
2021-Q3	Increased	111,720	+33.2%	$11.4M	0.5%	$98.58	43
2021-Q2	Decreased	83,857	-0.8%	$8.5M	0.3%	$97.02	0
2021-Q1	Decreased	84,497	-0.7%	$7.7M	0.4%	$87.10	0
2020-Q4	Decreased	85,079	-4.6%	$7.5M	0.4%	$84.93	0
2020-Q3	Decreased	89,188	-6.4%	$7.1M	0.5%	$76.39	0
2020-Q2	Decreased	95,249	-1.5%	$6.8M	0.5%	$68.46	0
2020-Q1	Decreased	96,657	-6.5%	$5.5M	0.5%	$54.23	0
2019-Q4	Decreased	103,368	-1.1%	$7M	0.6%	$64.09	0
2019-Q3	Decreased	104,518	-50.0%	$6.6M	0.6%	$59.06	0
2019-Q2	Increased	208,997	+85.2%	$13.1M	1.0%	$58.67	68
2019-Q1	First report	112,837	-	$6.8M	1.0%	$56.22	0

IUSG30 quarters

IUSG
30 quarters