BFC
Bedel Financial Consulting’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Sell |
151,145
-6
| -0% | -$481 | 1.65% | 8 |
|
|
2025
Q1 | $11M | Buy |
151,151
+58,942
| +64% | +$4.3M | 1.58% | 8 |
|
|
2024
Q4 | $7.37M | Buy |
92,209
+4,365
| +5% | +$349K | 1.02% | 14 |
|
|
2024
Q3 | $6.41M | Buy |
87,844
+5,533
| +7% | +$404K | 0.9% | 15 |
|
|
2024
Q2 | $5.58M | Buy |
82,311
+1,439
| +2% | +$97.5K | 0.82% | 16 |
|
|
2024
Q1 | $5.72M | Buy |
80,872
+1,568
| +2% | +$111K | 0.9% | 16 |
|
|
2023
Q4 | $5.11M | Sell |
79,304
-250
| -0.3% | -$16.1K | 0.94% | 16 |
|
|
2023
Q3 | $4.54M | Buy |
79,554
+3,356
| +4% | +$192K | 0.92% | 15 |
|
|
2023
Q2 | $4.64M | Buy |
76,198
+3,310
| +5% | +$202K | 0.97% | 14 |
|
|
2023
Q1 | $4.2M | Buy |
72,888
+3,483
| +5% | +$200K | 1.02% | 15 |
|
|
2022
Q4 | $3.74M | Buy |
69,405
+17,988
| +35% | +$969K | 0.93% | 16 |
|
|
2022
Q3 | $2.72M | Buy |
51,417
+28,704
| +126% | +$1.52M | 0.72% | 16 |
|
|
2022
Q2 | $1.18M | Buy |
22,713
+22,597
| +19,480% | +$1.17M | 0.35% | 41 |
|
|
2022
Q1 | $7K | Buy |
+116
| New | +$7K | ﹤0.01% | 726 |
|