Avantax Advisory Services’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 | $43.4M | Sell |
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|
2025
Q1 | $39M | Buy |
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|
2024
Q4 | $40.8M | Buy |
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|
2024
Q3 | $36.6M | Buy |
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|
2024
Q2 | $31.2M | Buy |
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|
2024
Q1 | $28.1M | Buy |
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|
2023
Q4 | $21.4M | Buy |
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|
2023
Q3 | $16.9M | Buy |
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|
2023
Q2 | $16.6M | Buy |
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|
2023
Q1 | $14.2M | Buy |
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|
2022
Q4 | $9.51M | Buy |
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|
2022
Q3 | $8.25M | Buy |
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|
2022
Q2 | $8.16M | Sell |
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|
2022
Q1 | $10.6M | Buy |
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|
2021
Q4 | $11.6M | Buy |
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|
2021
Q3 | $10.3M | Buy |
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|
2021
Q2 | $10.1M | Buy |
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|
2021
Q1 | $8.33M | Buy |
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|
2020
Q4 | $6.62M | Sell |
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|
2020
Q3 | $12.8M | Buy |
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|
2020
Q2 | $4.17M | Buy |
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|
2020
Q1 | $2.98M | Buy |
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|
2019
Q4 | $3.23M | Buy |
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|
2019
Q3 | $2.85M | Buy |
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|
2019
Q2 | $2.63M | Buy |
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|
2019
Q1 | $2.31M | Buy |
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|
2018
Q4 | $1.52M | Buy |
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