Accel Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.2M | Buy |
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|
2025
Q2 | $1.67M | Buy |
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|
2025
Q1 | $1.39M | Buy |
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $1.23M | Buy |
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|
2024
Q2 | $1,000K | Buy |
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|
2024
Q1 | $914K | Buy |
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|
2023
Q4 | $617K | Buy |
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|
2023
Q3 | $435K | Sell |
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|
2023
Q2 | $471K | Sell |
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|
2023
Q1 | $488K | Sell |
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|
2022
Q4 | $515K | Sell |
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|
2022
Q3 | $674K | Sell |
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|
2022
Q2 | $737K | Sell |
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|
2022
Q1 | $1.81M | Sell |
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|
2021
Q4 | $2.24M | Buy |
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|
2021
Q3 | $1.53M | Buy |
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|
2021
Q2 | $1.42M | Buy |
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|
2021
Q1 | $983K | Buy |
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|
2020
Q4 | $698K | Buy |
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