Aspire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $156K | Buy |
2,136
+33
| +2% | +$2.41K | 0.08% | 105 |
|
|
2024
Q2 | $142K | Buy |
2,103
+3
| +0.1% | +$203 | 0.08% | 104 |
|
|
2024
Q1 | $148K | Buy |
2,100
+4
| +0.2% | +$283 | 0.09% | 106 |
|
|
2023
Q4 | $135K | Sell |
2,096
-1,200
| -36% | -$77.3K | 0.09% | 103 |
|
|
2023
Q3 | $188K | Hold |
3,296
| – | – | 0.14% | 91 |
|
|
2023
Q2 | $201K | Sell |
3,296
-43
| -1% | -$2.62K | 0.15% | 87 |
|
|
2023
Q1 | $192K | Buy |
3,339
+350
| +12% | +$20.1K | 0.16% | 89 |
|
|
2022
Q4 | $161K | Buy |
2,989
+1,731
| +138% | +$93.3K | 0.14% | 91 |
|
|
2022
Q3 | $63K | Hold |
1,258
| – | – | 0.06% | 108 |
|
|
2022
Q2 | $65K | Buy |
1,258
+1,126
| +853% | +$58.2K | 0.06% | 114 |
|
|
2022
Q1 | $8K | Buy |
+132
| New | +$8K | 0.01% | 153 |
|