Baird Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $252K | Sell |
3,198
-359
| -10% | -$29.4K | ﹤0.01% | 1697 |
|
|
2025
Q4 | $284K | Sell |
3,557
-591
| -14% | -$48K | ﹤0.01% | 1646 |
|
|
2025
Q3 | $343K | Hold |
4,148
| – | – | ﹤0.01% | 1585 |
|
|
2025
Q2 | $333K | Sell |
4,148
-11,476
| -73% | -$853K | ﹤0.01% | 1546 |
|
|
2025
Q1 | $1.12M | Sell |
15,624
-42,557
| -73% | -$3.24M | ﹤0.01% | 1140 |
|
|
2024
Q4 | $4.39M | Buy |
58,181
+705
| +1% | +$53.9K | 0.01% | 711 |
|
|
2024
Q3 | $4.19M | Buy |
57,476
+2,248
| +4% | +$156K | 0.01% | 728 |
|
|
2024
Q2 | $3.74M | Sell |
55,228
-18
| -0% | -$1.22K | 0.01% | 752 |
|
|
2024
Q1 | $3.9M | Sell |
55,246
-12,991
| -19% | -$865K | 0.01% | 740 |
|
|
2023
Q4 | $4.4M | Buy |
68,237
+19,595
| +40% | +$1.15M | 0.01% | 689 |
|
|
2023
Q3 | $2.78M | Buy |
48,642
+4,042
| +9% | +$244K | 0.01% | 813 |
|
|
2023
Q2 | $2.72M | Sell |
44,600
-1,366
| -3% | -$78.3K | 0.01% | 818 |
|
|
2023
Q1 | $2.65M | Sell |
45,966
-14,732
| -24% | -$842K | 0.01% | 805 |
|
|
2022
Q4 | $3.27M | Sell |
60,698
-8,656
| -12% | -$466K | 0.01% | 707 |
|
|
2022
Q3 | $3.49M | Buy |
69,354
+7,753
| +13% | +$432K | 0.01% | 658 |
|
|
2022
Q2 | $3.2M | Buy |
61,601
+17,676
| +40% | +$1.01M | 0.01% | 687 |
|
|
2022
Q1 | $2.82M | Sell |
43,925
-1,090
| -2% | -$70.2K | 0.01% | 775 |
|
|
2021
Q4 | $3.3M | Buy |
45,015
+1,144
| +3% | +$83.2K | 0.01% | 748 |
|
|
2021
Q3 | $3.02M | Buy |
43,871
+9,131
| +26% | +$645K | 0.01% | 775 |
|
|
2021
Q2 | $2.39M | Sell |
34,740
-12,804
| -27% | -$845K | 0.01% | 846 |
|
|
2021
Q1 | $3M | Sell |
47,544
-162,210
| -77% | -$10.5M | 0.01% | 732 |
|
|
2020
Q4 | $13.4M | Buy |
209,754
+69,516
| +50% | +$4.1M | 0.04% | 344 |
|
|
2020
Q3 | $7.49M | Buy |
140,238
+77,484
| +123% | +$4.04M | 0.03% | 411 |
|
|
2020
Q2 | $3.07M | Buy |
62,754
+8,880
| +16% | +$391K | 0.01% | 611 |
|
|
2020
Q1 | $1.96M | Sell |
53,874
-16,434
| -23% | -$697K | 0.01% | 693 |
|
|
2019
Q4 | $3.08M | Sell |
70,308
-1,434
| -2% | -$60.2K | 0.01% | 653 |
|
|
2019
Q3 | $2.91M | Buy |
71,742
+150
| +0.2% | +$6.26K | 0.01% | 664 |
|
|
2019
Q2 | $3M | Buy |
+71,592
| New | +$2.89M | 0.01% | 666 |
|
Other funds holding IMCG
VIA
