de Summit Asset Management iShares Morningstar Mid-Cap Growth ETF IMCG Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 5.53 M | Vender |
56,256
-1,121
| -2% | -USD 101 k | 0.71% | 27 |
|
|
2026
Q1 | USD 4.52 M | Vender |
57,377
-419
| -0.7% | -USD 34.3 k | 0.63% | 28 |
|
|
2025
Q4 | USD 4.61 M | Vender |
57,796
-979
| -2% | -USD 79.6 k | 0.65% | 29 |
|
|
2025
Q3 | USD 4.86 M | Vender |
58,775
-214
| -0.4% | -USD 17.4 k | 0.75% | 29 |
|
|
2025
Q2 | USD 4.73 M | Vender |
58,989
-276
| -0.5% | -USD 20.5 k | 0.77% | 28 |
|
|
2025
Q1 | USD 4.23 M | Vender |
59,265
-97
| -0.2% | -USD 7.39 k | 0.73% | 28 |
|
|
2024
Q4 | USD 4.48 M | Vender |
59,362
-340
| -0.6% | -USD 26 k | 0.79% | 27 |
|
|
2024
Q3 | USD 4.36 M | Vender |
59,702
-300
| -0.5% | -USD 20.8 k | 0.82% | 21 |
|
|
2024
Q2 | USD 4.07 M | Vender |
60,002
-958
| -2% | -USD 65.1 k | 0.84% | 21 |
|
|
2024
Q1 | USD 4.31 M | Vender |
60,960
-133
| -0.2% | -USD 8.86 k | 0.92% | 21 |
|
|
2023
Q4 | USD 3.94 M | Vender |
61,093
-676
| -1% | -USD 39.7 k | 0.94% | 20 |
|
|
2023
Q3 | USD 3.53 M | Vender |
61,769
-695
| -1% | -USD 41.9 k | 0.96% | 19 |
|
|
2023
Q2 | USD 3.81 M | Vender |
62,464
-1,646
| -3% | -USD 94.4 k | 1% | 20 |
|
|
2023
Q1 | USD 3.69 M | Vender |
64,110
-1,056
| -2% | -USD 60.4 k | 1.02% | 20 |
|
|
2022
Q4 | USD 3.51 M | Vender |
65,166
-412
| -0.6% | -USD 22.2 k | 1.02% | 19 |
|
|
2022
Q3 | USD 3.3 M | Vender |
65,578
-724
| -1% | -USD 40.4 k | 1.07% | 19 |
|
|
2022
Q2 | USD 3.44 M | Vender |
66,302
-2,067
| -3% | -USD 118 k | 1.07% | 19 |
|
|
2022
Q1 | USD 4.4 M | Vender |
68,369
-1,011
| -1% | -USD 65.1 k | 1.26% | 15 |
|
|
2021
Q4 | USD 5.08 M | Vender |
69,380
-2,117
| -3% | -USD 154 k | 1.44% | 14 |
|
|
2021
Q3 | USD 4.92 M | Vender |
71,497
-2,396
| -3% | -USD 169 k | 1.54% | 14 |
|
|
2021
Q2 | USD 5.09 M | Vender |
73,893
-1,587
| -2% | -USD 105 k | 1.6% | 13 |
|
|
2021
Q1 | USD 4.76 M | Vender |
75,480
-2,280
| -3% | -USD 148 k | 1.62% | 13 |
|
|
2020
Q4 | USD 4.96 M | Vender |
77,760
-2,574
| -3% | -USD 152 k | 1.81% | 13 |
|
|
2020
Q3 | USD 4.29 M | Vender |
80,334
-1,920
| -2% | -USD 100 k | 1.78% | 13 |
|
|
2020
Q2 | USD 4.02 M | Vender |
82,254
-1,452
| -2% | -USD 63.9 k | 1.83% | 13 |
|
|
2020
Q1 | USD 3.04 M | Vender |
83,706
-1,902
| -2% | -USD 80.7 k | 1.64% | 13 |
|
|
2019
Q4 | USD 3.75 M | Vender |
85,608
-360
| -0.4% | -USD 15.1 k | 1.6% | 12 |
|
|
2019
Q3 | USD 3.49 M | Vender |
85,968
-324
| -0.4% | -USD 13.5 k | 1.62% | 12 |
|
|
2019
Q2 | USD 3.62 M | Vender |
86,292
-282
| -0.3% | -USD 11.4 k | 1.72% | 12 |
|
|
2019
Q1 | USD 3.4 M | Vender |
86,574
-2,466
| -3% | -USD 90.7 k | 1.67% | 12 |
|
|
2018
Q4 | USD 2.88 M | Vender |
89,040
-8,046
| -8% | -USD 280 k | 1.63% | 12 |
|
|
2018
Q3 | USD 3.81 M | Vender |
97,086
-6,948
| -7% | -USD 266 k | 1.77% | 13 |
|
|
2018
Q2 | USD 3.8 M | Vender |
104,034
-6,900
| -6% | -USD 247 k | 1.81% | 13 |
|
|
2018
Q1 | USD 3.87 M | Vender |
110,934
-1,446
| -1% | -USD 50.7 k | 1.85% | 13 |
|
|
2017
Q4 | USD 3.79 M | Vender |
112,380
-8,592
| -7% | -USD 282 k | 1.82% | 13 |
|
|
2017
Q3 | USD 3.82 M | Vender |
120,972
-1,248
| -1% | -USD 38.6 k | 1.92% | 13 |
|
|
2017
Q2 | USD 3.73 M | Vender |
122,220
-1,752
| -1% | -USD 52.3 k | 1.97% | 13 |
|
|
2017
Q1 | USD 3.59 M | Vender |
123,972
-1,494
| -1% | -USD 42.5 k | 2.08% | 11 |
|
|
2016
Q4 | USD 3.39 M | Vender |
125,466
-100,290
| -44% | -USD 2.69 M | 2.12% | 10 |
|
|
2016
Q3 | USD 6.13 M | Vender |
225,756
-4,362
| -2% | -USD 118 k | 3.76% | 10 |
|
|
2016
Q2 | USD 5.98 M | Vender |
230,118
-70,278
| -23% | -USD 1.81 M | 3.81% | 10 |
|
|
2016
Q1 | USD 7.62 M | Vender |
300,396
-11,916
| -4% | -USD 281 k | 4.99% | 6 |
|
|
2015
Q4 | USD 8.04 M | Vender |
312,312
-22,518
| -7% | -USD 585 k | 5.46% | 6 |
|
|
2015
Q3 | USD 8.36 M | Vender |
334,830
-3,774
| -1% | -USD 101 k | 5.99% | 4 |
|
|
2015
Q2 | USD 9.29 M | Vender |
338,604
-8,550
| -2% | -USD 238 k | 6.36% | 3 |
|
|
2015
Q1 | USD 9.7 M | Vender |
347,154
-19,896
| -5% | -USD 532 k | 6.73% | 3 |
|
|
2014
Q4 | USD 9.6 M | Vender |
367,050
-2,226
| -0.6% | -USD 56.2 k | 6.92% | 4 |
|
|
2014
Q3 | USD 9.09 M | Vender |
369,276
-3,384
| -0.9% | -USD 84.4 k | 6.95% | 4 |
|
|
2014
Q2 | USD 9.31 M | Vender |
372,660
-1,776
| -0.5% | -USD 42.7 k | 7.16% | 4 |
|
|
2014
Q1 | USD 9.05 M | Vender |
374,436
-10,128
| -3% | -USD 245 k | 7.24% | 4 |
|
|
2013
Q4 | USD 9.14 M | Vender |
384,564
-11,964
| -3% | -USD 272 k | 7.22% | 4 |
|
|
2013
Q3 | USD 8.79 M | Vender |
396,528
-24,720
| -6% | -USD 532 k | 7.79% | 4 |
|
|
2013
Q2 | USD 8.47 M | Comprar |
+421,248
| Nuevas | +USD 8.45 M | 8.19% | 4 |
|
Otros fondos que tienen IMCG en su cartera
Posición de Summit Asset Management en IMCG: resumen de T2 2026
Summit Asset Management redujo su participación en iShares Morningstar Mid-Cap Growth ETF (IMCG) en 2% durante T2 2026, al vender acciones por un valor estimado de USD 101 k, y conservó 56,256 acciones valuadas en USD 5.53 M. La posición representa 0.71% de la cartera y ocupa el puesto #27.
Summit Asset Management reportó por primera vez una posición en IMCG en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. La posición alcanzó su máximo de USD 9.7 M en T1 2015. Al cierre de T2 2026, 424 fondos que sigue Wall St. Rank mantienen una posición en IMCG.
- Al cierre de T2 2026, Summit Asset Management tenía 56,256 acciones de iShares Morningstar Mid-Cap Growth ETF con un valor de USD 5.53 M.
- Summit Asset Management vendió 1,121 acciones de iShares Morningstar Mid-Cap Growth ETF en T2 2026, por un valor estimado de USD 101 k.
- iShares Morningstar Mid-Cap Growth ETF representó 0.71% de la cartera de Summit Asset Management en T2 2026 y fue su posición número 27.
- Summit Asset Management reportó por primera vez una posición en iShares Morningstar Mid-Cap Growth ETF en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- La posición de Summit Asset Management en iShares Morningstar Mid-Cap Growth ETF alcanzó su máximo de USD 9.7 M en T1 2015.
- Al cierre de T2 2026, 424 fondos que sigue Wall St. Rank tenían iShares Morningstar Mid-Cap Growth ETF en cartera.
Según el Informe 13F de Summit Asset Management correspondiente a T2 2026, presentado el 6 ago 2026.