Asset Allocation Strategies’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 | $576K | Sell |
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|
2025
Q2 | $786K | Sell |
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|
2025
Q1 | $822K | Sell |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.51M | Sell |
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|
2024
Q2 | $1.95M | Sell |
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|
2024
Q1 | $2.06M | Sell |
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|
2023
Q4 | $1.92M | Buy |
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|
2023
Q3 | $1.48M | Buy |
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|
2023
Q2 | $1.46M | Buy |
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|
2023
Q1 | $363K | Sell |
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|
2022
Q4 | $999K | Buy |
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