Allworth Financial’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
$225K Sell
2025
Q1
$201K Sell
2024
Q4
$227K Sell
2024
Q3
$212K Sell
2024
Q2
$237K Sell
2024
Q1
$277K Sell
2023
Q4
$438K Sell
2023
Q3
$1.95M Buy
2023
Q2
$3.5K Hold
2023
Q1
$3.3K Buy