Advisornet Financial’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
15,293
-4,359
| -22% | -$350K | 0.08% | 214 |
|
|
2025
Q1 | $1.4M | Buy |
19,652
+422
| +2% | +$30.1K | 0.1% | 193 |
|
|
2024
Q4 | $1.45M | Sell |
19,230
-923
| -5% | -$69.7K | 0.12% | 167 |
|
|
2024
Q3 | $1.47M | Buy |
20,153
+902
| +5% | +$65.8K | 0.11% | 183 |
|
|
2024
Q2 | $1.3M | Buy |
19,251
+188
| +1% | +$12.7K | 0.12% | 176 |
|
|
2024
Q1 | $1.35M | Buy |
19,063
+137
| +0.7% | +$9.68K | 0.13% | 170 |
|
|
2023
Q4 | $1.22M | Sell |
18,926
-471
| -2% | -$30.4K | 0.11% | 201 |
|
|
2023
Q3 | $1.11M | Buy |
19,397
+6,704
| +53% | +$383K | 0.1% | 200 |
|
|
2023
Q2 | $774K | Buy |
12,693
+585
| +5% | +$35.7K | 0.07% | 240 |
|
|
2023
Q1 | $697K | Buy |
12,108
+797
| +7% | +$45.9K | 0.06% | 252 |
|
|
2022
Q4 | $609K | Buy |
11,311
+331
| +3% | +$17.8K | 0.06% | 267 |
|
|
2022
Q3 | $553K | Buy |
10,980
+2,873
| +35% | +$145K | 0.06% | 295 |
|
|
2022
Q2 | $421K | Sell |
8,107
-16,095
| -67% | -$836K | 0.04% | 342 |
|
|
2022
Q1 | $1.56M | Buy |
24,202
+22,179
| +1,096% | +$1.43M | 0.1% | 185 |
|
|
2021
Q4 | $148K | Buy |
2,023
+351
| +21% | +$25.7K | 0.01% | 669 |
|
|
2021
Q3 | $115K | Buy |
+1,672
| New | +$115K | 0.01% | 738 |
|