AssetMark Inc’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 | $547K | Buy |
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|
2025
Q1 | $346K | Buy |
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|
2024
Q4 | $349K | Buy |
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|
2024
Q3 | $300K | Buy |
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|
2024
Q2 | $199K | Buy |
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|
2024
Q1 | $159K | Sell |
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|
2023
Q4 | $63.2M | Buy |
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|
2023
Q3 | $42.8K | Hold |
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|
2023
Q2 | $45.7K | Sell |
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|
2023
Q1 | $96.3K | Buy |
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|
2022
Q4 | $40.4K | Hold |
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|
2022
Q3 | $38K | Hold |
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|
2022
Q2 | $39K | Hold |
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|
2022
Q1 | $48K | Hold |
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|
2021
Q4 | $55K | Buy |
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