BI
Berkeley Inc’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-35,956
| Closed | -$2.05M | – | 76 |
|
|
2023
Q3 | $2.05M | Buy |
35,956
+1,370
| +4% | +$78.3K | 1.4% | 23 |
|
|
2023
Q2 | $2.11M | Sell |
34,586
-213
| -0.6% | -$13K | 1.42% | 20 |
|
|
2023
Q1 | $2M | Buy |
34,799
+171
| +0.5% | +$9.84K | 1.45% | 22 |
|
|
2022
Q4 | $1.87M | Buy |
34,628
+2,523
| +8% | +$136K | 1.41% | 21 |
|
|
2022
Q3 | $1.62M | Buy |
32,105
+1,233
| +4% | +$62.1K | 1.36% | 21 |
|
|
2022
Q2 | $1.6M | Buy |
+30,872
| New | +$1.6M | 1.28% | 22 |
|