AFG Fiduciary Services’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 | $541K | Hold |
6,750
| – | – | 0.35% | 48 |
|
|
2025
Q1 | $467K | Hold |
6,750
| – | – | 0.34% | 47 |
|
|
2024
Q4 | $520K | Hold |
6,750
| – | – | 0.37% | 40 |
|
|
2024
Q3 | $501K | Hold |
6,750
| – | – | 0.34% | 42 |
|
|
2024
Q2 | $468K | Hold |
6,750
| – | – | 0.33% | 43 |
|
|
2024
Q1 | $472K | Hold |
6,750
| – | – | 0.35% | 44 |
|
|
2023
Q4 | $428K | Hold |
6,750
| – | – | 0.35% | 50 |
|
|
2023
Q3 | $384K | Hold |
6,750
| – | – | 0.34% | 45 |
|
|
2023
Q2 | $420K | Hold |
6,750
| – | – | 0.32% | 52 |
|
|
2023
Q1 | $389K | Hold |
6,750
| – | – | 0.36% | 43 |
|
|
2022
Q4 | $364K | Hold |
6,750
| – | – | 0.34% | 47 |
|
|
2022
Q3 | $340K | Hold |
6,750
| – | – | 0.32% | 51 |
|
|
2022
Q2 | $351K | Hold |
6,750
| – | – | 0.3% | 56 |
|
|
2022
Q1 | $434K | Hold |
6,750
| – | – | 0.31% | 57 |
|
|
2021
Q4 | $494K | Buy |
+6,750
| New | +$494K | 0.35% | 46 |
|