Atomi Financial Group’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 | $1.11M | Sell |
13,849
-1,070
| -7% | -$85.8K | 0.04% | 311 |
|
2025
Q1 | $1.07M | Buy |
14,919
+1,127
| +8% | +$80.5K | 0.05% | 299 |
|
2024
Q4 | $1.04M | Buy |
13,792
+3,457
| +33% | +$261K | 0.05% | 260 |
|
2024
Q3 | $754K | Buy |
10,335
+4,378
| +73% | +$319K | 0.05% | 312 |
|
2024
Q2 | $404K | Buy |
5,957
+1,168
| +24% | +$79.1K | 0.03% | 456 |
|
2024
Q1 | $338K | Buy |
4,789
+911
| +23% | +$64.4K | 0.03% | 490 |
|
2023
Q4 | $250K | Sell |
3,878
-324
| -8% | -$20.9K | 0.03% | 473 |
|
2023
Q3 | $240K | Sell |
4,202
-884
| -17% | -$50.5K | 0.08% | 288 |
|
2023
Q2 | $310K | Buy |
5,086
+464
| +10% | +$28.3K | 0.14% | 176 |
|
2023
Q1 | $266K | Buy |
+4,622
| New | +$266K | 0.15% | 168 |
|