AWM
Accel Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
20,764
+1,364
| +7% | +$109K | 0.56% | 52 |
|
|
2025
Q1 | $1.39M | Buy |
19,400
+2,119
| +12% | +$151K | 0.5% | 55 |
|
|
2024
Q4 | $1.31M | Buy |
17,281
+416
| +2% | +$31.4K | 0.49% | 58 |
|
|
2024
Q3 | $1.23M | Buy |
16,865
+2,105
| +14% | +$154K | 0.46% | 59 |
|
|
2024
Q2 | $1,000K | Buy |
14,760
+1,833
| +14% | +$124K | 0.4% | 63 |
|
|
2024
Q1 | $914K | Buy |
12,927
+3,360
| +35% | +$237K | 0.39% | 68 |
|
|
2023
Q4 | $617K | Buy |
9,567
+1,946
| +26% | +$125K | 0.31% | 81 |
|
|
2023
Q3 | $435K | Sell |
7,621
-101
| -1% | -$5.77K | 0.24% | 98 |
|
|
2023
Q2 | $471K | Sell |
7,722
-755
| -9% | -$46K | 0.26% | 96 |
|
|
2023
Q1 | $488K | Sell |
8,477
-1,086
| -11% | -$62.5K | 0.2% | 118 |
|
|
2022
Q4 | $515K | Sell |
9,563
-3,024
| -24% | -$163K | 0.25% | 84 |
|
|
2022
Q3 | $674K | Sell |
12,587
-1,329
| -10% | -$71.2K | 0.36% | 65 |
|
|
2022
Q2 | $737K | Sell |
13,916
-14,166
| -50% | -$750K | 0.42% | 57 |
|
|
2022
Q1 | $1.82M | Sell |
28,082
-2,555
| -8% | -$165K | 0.94% | 25 |
|
|
2021
Q4 | $2.24M | Buy |
30,637
+8,392
| +38% | +$615K | 1.1% | 22 |
|
|
2021
Q3 | $1.53M | Buy |
22,245
+1,691
| +8% | +$116K | 0.99% | 28 |
|
|
2021
Q2 | $1.42M | Buy |
20,554
+17,955
| +691% | +$1.24M | 0.94% | 26 |
|
|
2021
Q1 | $983K | Buy |
2,599
+775
| +42% | +$293K | 0.8% | 28 |
|
|
2020
Q4 | $698K | Buy |
+1,824
| New | +$698K | 0.65% | 34 |
|