AI
AdvisorShares Investments’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 | – | Sell |
-537,602
| Closed | -$38.6M | – | 313 |
|
|
2025
Q1 | $38.6M | Sell |
537,602
-9,128
| -2% | -$656K | 7.57% | 3 |
|
|
2024
Q4 | $41.3M | Buy |
+546,730
| New | +$41.3M | 7.97% | 3 |
|
|
2021
Q2 | – | Sell |
-214,947
| Closed | -$81.3M | – | 210 |
|
|
2021
Q1 | $81.3M | Buy |
214,947
+43,178
| +25% | +$16.3M | 10.13% | 2 |
|
|
2020
Q4 | $65.7M | Buy |
171,769
+24,754
| +17% | +$9.47M | 15.29% | 2 |
|
|
2020
Q3 | $47.1K | Buy |
+147,015
| New | +$47.1K | 2.28% | 3 |
|