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