AtlasMark Financial, Inc’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $719K | Hold |
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|
2025
Q4 | $719K | Hold |
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|
2025
Q3 | $745K | Hold |
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|
2025
Q2 | $722K | Hold |
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|
2025
Q1 | $643K | Hold |
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|
2024
Q4 | $680K | Hold |
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|
2024
Q3 | $657K | Buy |
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|
2023
Q2 | $548K | Hold |
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|
2023
Q1 | $518K | Buy |
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|
2022
Q3 | $453K | Hold |
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|
2022
Q2 | $467K | Hold |
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|
2022
Q1 | $579K | Hold |
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|
2021
Q4 | $659K | Hold |
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|
2021
Q3 | $620K | Hold |
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|
2021
Q2 | $620K | Hold |
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|
2021
Q1 | $567K | Hold |
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|
2020
Q4 | $574K | Hold |
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|
2020
Q3 | $481K | Hold |
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|
2020
Q2 | $440K | Hold |
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|
2020
Q1 | $327K | Hold |
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|
2019
Q4 | $394K | Hold |
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|
2019
Q3 | $365K | Buy |
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