Aptus Capital Advisors’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
Q3 | $22.8K | Hold |
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|
2025
Q2 | $22.1K | Hold |
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2025
Q1 | $19.7K | Hold |
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|
2024
Q4 | $20.8K | Hold |
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|
2024
Q3 | $20.1K | Hold |
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|
2024
Q2 | $18.7K | Hold |
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|
2024
Q1 | $19.5K | Hold |
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|
2023
Q4 | $17.8K | Hold |
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|
2023
Q3 | $15.8K | Hold |
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|
2023
Q2 | $16.8K | Hold |
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|
2023
Q1 | $15.9K | Buy |
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|
2022
Q4 | $10.8K | Hold |
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|
2022
Q3 | $10K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $26K | Sell |
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|
2021
Q4 | $44K | Hold |
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|
2021
Q3 | $41K | Sell |
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|
2021
Q2 | $1.22M | Buy |
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|
2021
Q1 | $54K | Sell |
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|
2020
Q4 | $1.03M | Buy |
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|
2020
Q3 | $35K | Buy |
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|
2020
Q2 | $20K | Buy |
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