Atria Investments’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 | $665K | Sell |
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|
2025
Q2 | $670K | Buy |
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|
2025
Q1 | $524K | Sell |
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|
2024
Q4 | $555K | Sell |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $1.11M | Sell |
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|
2024
Q1 | $1.5M | Buy |
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|
2023
Q4 | $1.07M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.62M | Buy |
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|
2022
Q1 | $1.22M | Sell |
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|
2021
Q4 | $1.42M | Sell |
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|
2021
Q3 | $1.37M | Buy |
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|
2021
Q2 | $1.25M | Sell |
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|
2021
Q1 | $1.21M | Sell |
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|
2020
Q4 | $1.87M | Buy |
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|
2020
Q3 | $1.33M | Sell |
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|
2020
Q2 | $3.84M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $339K | Buy |
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