Belpointe Asset Management’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 | $873K | Sell |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $801K | Sell |
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|
2024
Q3 | $791K | Sell |
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|
2024
Q2 | $765K | Sell |
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|
2024
Q1 | $1.62M | Buy |
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|
2023
Q4 | $386K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $216K | Buy |
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|
2022
Q4 | $202K | Sell |
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|
2022
Q3 | $189K | Sell |
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|
2022
Q2 | $202K | Buy |
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|
2022
Q1 | $217K | Buy |
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|
2021
Q4 | $241K | Sell |
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|
2021
Q3 | $233K | Sell |
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|
2021
Q2 | $247K | Buy |
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|
2021
Q1 | $218K | Sell |
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|
2020
Q4 | $267K | Sell |
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|
2020
Q3 | $242K | Sell |
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|
2020
Q2 | $688K | Buy |
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