AE 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
Q2 | $1.46M | Sell |
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|
2025
Q1 | $1.41M | Buy |
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|
2024
Q4 | $93K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $447K | Buy |
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|
2023
Q3 | $335K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $615K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $9.11M | Buy |
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|
2021
Q4 | $1.58M | Buy |
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|
2021
Q3 | $1.45M | Buy |
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|
2021
Q2 | $1.37M | Buy |
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|
2021
Q1 | $1.21M | Sell |
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|
2020
Q4 | $29.8M | Buy |
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|
2020
Q3 | $1.13M | Buy |
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|
2020
Q2 | $980K | Sell |
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|
2020
Q1 | $754K | Sell |
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|
2019
Q4 | $4.66M | Buy |
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