Ameritas Advisory 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 | $320K | Sell |
3,990
-121
| -3% | -$9.71K | 0.02% | 613 |
|
|
2025
Q1 | $296K | Sell |
4,111
-38
| -0.9% | -$2.74K | 0.01% | 708 |
|
|
2024
Q4 | $313K | Buy |
4,149
+762
| +22% | +$57.5K | 0.01% | 714 |
|
|
2024
Q3 | $247K | Sell |
3,387
-18,169
| -84% | -$1.33M | 0.01% | 741 |
|
|
2024
Q2 | $1.46M | Buy |
21,556
+157
| +0.7% | +$10.6K | 0.06% | 318 |
|
|
2024
Q1 | $1.44M | Buy |
21,399
+16,243
| +315% | +$1.1M | 0.06% | 297 |
|
|
2023
Q4 | $336K | Sell |
5,156
-53,510
| -91% | -$3.48M | 0.02% | 522 |
|
|
2023
Q3 | $3.34M | Buy |
58,666
+40,387
| +221% | +$2.3M | 0.17% | 120 |
|
|
2023
Q2 | $1.1M | Sell |
18,279
-37,552
| -67% | -$2.26M | 0.14% | 164 |
|
|
2023
Q1 | $3.19M | Buy |
55,831
+6,700
| +14% | +$383K | 0.16% | 122 |
|
|
2022
Q4 | $2.65M | Buy |
49,131
+5,663
| +13% | +$305K | 0.12% | 172 |
|
|
2022
Q3 | $2.19M | Buy |
43,468
+727
| +2% | +$36.6K | 0.13% | 158 |
|
|
2022
Q2 | $2.22M | Buy |
42,741
+1,670
| +4% | +$86.7K | 0.13% | 166 |
|
|
2022
Q1 | $2.64M | Buy |
41,071
+15,533
| +61% | +$998K | 0.1% | 166 |
|
|
2021
Q4 | $1.87M | Buy |
+25,538
| New | +$1.87M | 0.07% | 232 |
|